American Academy of Estate Planning Attorneys Recognized by Money Magazine Again

Carolyn Bigda’s article “Rethink Your Legacy” in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academy’s website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academy’s members list by Money Magazine in the last 21 issues.

 Consumer Reports Recommends American Academy

The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away. The article recommends using the American Academy of Estate Planning Attorneys as a source for selecting a qualified estate planning attorney. The article also warned consumers to be explicit in their will in order to avoid disagreements. Other advice included deciding what is fair for each heir versus just dividing assets evenly and to keep everyone in your family informed of decisions beforehand.

Consumer Reports Money Adviser is an independent, non-profit newsletter that offers expert advice.

Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.

  Money Magazine Recognizes American Academy!

In the January 2009 issue of Money Magazine, Walecia Konrad’s article entitled “Keep It In The Family” focuses on making sure the wealth you’ve worked so hard to accumulate will go to the people you love. The article recommends the American Academy of Estate Planning Attorneys as a source to find an estate planning attorney who can tailor a plan for your situation and address your state rules. It also includes a useful estate planning checklist and valuable tips for putting together a proper estate plan that will safeguard your hard-earned assets from estate taxes, lawsuits and probate. This is the fourth time in 16 issues the American Academy has been recognized. Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.

  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.

  American Academy Mentioned in Money Magazine

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)." The American Academy is an exclusive membership organization for law firms dedicated to estate planning. We are proud of our Academy membership and pleased to be the only law firm in the greater Charleston area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.

Kuhn and Kuhn Attends 2007 American Academy of Estate Planning Attorneys Summit

The staff of Kuhn and Kuhn were invited to attend the 2007 American Academy of Estate Planning Attorney Spring Summit hosted in St. Louis, MO. The attorneys participated in valuable educational sessions and received the latest updates on Estate Planning, Special Needs Planning, Advanced Trusts and Basic Annuity Planning.

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Attorney John Kuhn Interviewed on Local Television’s C2 News

In August 2006, John Kuhn appeared as a guest on the Comcast Channel C2 television show The Law With Professor Lorri. Hosted by Charleston School of Law Professor Lorri Unumb, this show connects the Charleston community with the law.

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ESTATE PLANNING NEWS
 Guarding Against Mental Incapacity
Mental incapacity is something that concerns all of us as we age. Like physical decline, the loss of mental alertness may not be entirely within our control. This only increases the need for proper planning. If you have not planned, and are no longer able to handle your financial affairs, a competency hearing may be necessary. This article discusses certain estate planning tools that are available to help avoid this hearing and take care of you and your family in the event of your incapacity.

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ESTATE PLANNING NEWS
 New Year Brings Resolutions... and More
The coming of the New Year presents an opportunity to reflect on the past year, and reorganize our priorities and goals. One important resolution is protecting our assets and our families through estate planning. The process to achieve this goal is discussed in this article.

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CLIENT NEWSLETTERS
 Your Estate Matters Newsletter, Vol. 13.3

Articles included in this issue:

• Change is Inevitable
• Stay Active!
• Destination or the Journey?
• Avoid Medical Mistakes
• Whats In a Legacy?
• The Cost of Care
• Spotting a Scam
• Winning Recipe
• Organic Food-Whats the Big Deal?
• Stop Burglars-With Your Car Keys!

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EDUCATIONAL ALERTS
 IRS Issues Two New Revenue Rulings Dealing with the Taxation of Proceeds on the Surrender or Sale of Life Insurance
This article examines two interesting rulings recently released by the IRS. The rulings examine the intricacies of the income taxation of the surrender or sale of a life insurance policy.

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EDUCATIONAL FYIs
 Stimulus Payments for Seniors
$250 Recovery Payments to go to SS and SSI beneficiaries in May 2009.

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