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 one of two law firms in the Santa Clara, Santa Cruz, San Mateo and San Francisco accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
Falk Cornell & Associates is Pleased To Announce A New Level of Service
Over the years the firm has received numerous requests to provide a more comprehensive wealth management and estate maintenance service. In the past, the firm was reluctant to offer services beyond the basic estate plan because the firm’s goal was to provide affordable estate planning services to clients. Though the basic estate planning services are sufficient for many clients, some clients need a more comprehensive service.
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Co-authored by Mary S. Falk and Amelia Pohl Mary S. Falk, Esq. has co-authored two books “A Will is Not Enough in California” and her latest book “Guiding Those Left Behind in California”. Guiding Those Left Behind in California covers legal and practical things you need to do to settle an estate in California such as:
A Will is Not Enough in California Mary S. Falk, Esq. has recently co-authored a book "A Will is Not Enough in California" with attorney Amelia Pohl. This book covers topics such as wills, trusts, business planning, health care and Medi-Cal Planning.
ESTATE PLANNING NEWS Everyone Needs a Periodic Checkup This article examines how legal and life changes may make it a good idea to consult with your estate planning attorney to ensure that your estate plan continues to achieve your financial and estate planning goals.
ESTATE PLANNING NEWS The Top 10 Things to Know About Estate PlanningMany people are often confused by Estate Planning. Here is a list of the top things to know about Estate Planning.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 14.2
EDUCATIONAL ALERTS Recent Law Changes of Note to Financial ProfessionalsThis Alert examines changes the recent expansion of FDIC insurance coverage and how it applies to accounts in revocable trusts. The Alert also examines how the extension of the allowance of the IRA "charitable rollover" can help your client achieve their philanthropic and tax goals.
EDUCATIONAL FYIs Article on Family CaregiversThe 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.
Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
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