American Academy Mentioned in Money Magazine!

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article " A Midlife Money Checkup" in the March 2008 Issue. The article was part of the Cover Story "A Boomer's Guide to Financial Freedom" that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. This is the third mention of the American Academy of Estate Planning by Money Magazine in the last seven issues.

The "Midlife Money Checkup" is a nine-step test that highlights questions Boomer's should be asking themselves at this point in their lives. Mr. Armstrong's expertise in estate planning was highlighted in question five, "Is your estate plan in order?" Make sure you don't have to ask yourself that question by meeting with a qualified attorney.

Listen to Richard Schneider's guest interview on Clear Channel's 1190KEX (mp3, 8:09)

Attorney Schneider was recently interviewed on Clear Channel to discuss Living Wills/Advanced Directives and how families can best protect themselves from this type of turmoil.

Click here to listen to this interview

A Will is Not Enough in Oregon

The 2007 edition of A Will is Not Enough in Oregon, by attorneys Richard B. Schneider and Amelia E. Pohl, is now available. This book is a definitive resource guide to Oregon law as it relates to the estate planning process. It examines the simple, practical things you can do for maximum control and protection during your lifetime and to enable your loved ones to inherit your property with a minimum of cost and hassle.

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ESTATE PLANNING NEWS
 The Prime of Life
454 words. This article recites the tragic story of Heath Ledger and how he omitted his daughter from his Will.

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ESTATE PLANNING NEWS
 IRS Clamps Down on Wesley Snipes and Other Tax Protesters
444 words. This article highlights the recent trial of Wesley Snipes on criminal tax protester charges and transitions into a discussion of the fraudulent promotion of trusts, such as "pure trusts," "constitutional trusts" and "common law trusts" as a purported means of avoid income taxation. The article concludes by recommending that the consumer consult with a knowledgeable estate planning attorney for the preparation of their trust and estate plan.

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CLIENT NEWSLETTERS
 Your Estate Matters Newsletter, Vol. 12.1

Articles included in this issue:

• How to Avoid Disputes When Planning Your Estate
• Social Security and Retirement: Working Could Cost you Dearly
• Reduce Your Estate Taxes by Making Gifts
• Pay Off Your Mortgage Faster: Mortgage Accelerator Loans
• True Story: Elder Abuse

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EDUCATIONAL ALERTS
 Tax Court Issues Favorable Family Limited Partnership Ruling!
In a recent decision, the Tax Court sided with the taxpayer in a case involving a Family Limited Liability Company and a transfer near death.

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EDUCATIONAL FYIs
 Article on Family Caregivers
The Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.

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 Critical New Privacy Regulations Impact You and Every Member of Your Family
In April 2003 the U.S. Department of Health and Human Services issued final regulations regarding the privacy provisions of the Health Insurance Portability and Accountability Act, commonly known as "HIPAA."

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