Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
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.
Eavesdrop as Hank Stolz Plans His Estate With Jim Miller Follow Hank's estate planning interviews on radio station 830AM WCRN, M-W-F between 3:30-4pm starting Wed. January 16 as Hank decides who gets what in his family... will he leave anything to you?
Meet Hank Stolz at Our Upcoming Seminar We invite you to attend the free Legacy Wealth Planning seminar sponsored by Fidelity Bank with special guest Hank Stolz. This revealing seminar will be held February 9, 2008 from 10AM to Noon at the Beechwood Hotel in Worcester. A free continental New Year's Resolution Breakfast will be served. If you already know you want to attend this seminar, feel free to register or simply add yourself to his invitation list.
HOLIDAY CELEBRATION To register to attend our Holiday Celebration on December 11, 2007, please click here. We look forward to seeing all of you there.
Worcester Telegram & Gazette Features Attorney James Miller Attorney James A. Miller was recently featured in the Worcester Telegram & Gazette article entitled "Trust in a Plan - Prepare for Elderly Health Care." The article discusses the need for setting up a proper estate plan to avoid a financially devastating nursing home stay. "A Will only speaks at death. So if you have a Will and you don't die but become incapacitated, you are totally without any protection," states Attorney Miller. Click here for the complete article.
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 Worcester area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
James A. Miller Co-Authors New Book: A Will Is Not Enough in Massachusetts We are pleased to announce the release of James A. Miller’s new book, A Will Is Not Enough in Massachusetts. Co-authored by nationally-known author and legal expert Amelia E. Pohl, Esquire, this unique book is written in easy-to-understand terms and will help you determine whether or not a Will is the proper estate planning tool for you and your family. To order your copy of A Will Is Not Enough in Massachusetts, please call our office at 508-799-8885 or click estateplanning@charterinternet.com to send us an email requesting your copy. If you order the book through our office the cost is $22.00 per copy, a savings of $4.95 plus shipping & handling if ordered through www.amazon.com.
REQUEST A COPY TODAY!
Law Offices of James A. Miller September 2006 Newsletter Did you know?
Click Here To Read Our Year End 2006 Newsletter
Attorney Jim Miller Completes Extensive IRA Training Estate Planning Attorney, Jim Miller, recently completed in-depth training on planning with IRAs at an educational conference in Las Vegas. The instructor is the nationally known IRA expert, Ed Slott. Mr. Slott is the author of the widely acclaimed book, “The Retirement Savings Bomb…and How to Defuse It.” He has lectured extensively for years to financial professionals across the country on the complex IRA rules and how to properly plan to preserve and then transfer IRAs to family members.
READ MORE REQUEST A FREE IRA/RETIREMENT PLANNING CONSULTATION
FREE NURSING HOME GUIDE Available now is our free guide entitled Central Massachusetts Nursing Home and Assisted Living Guide. In this guide, you will learn:
- How to Find the Right Nursing Home - How to Get Good Care - How to Pay for it Without Going Broke - Medicaid Planning and Division of Assets Call us today at (866) 370-3888 to order your free guide or you can order it online, here.
ORDER A FREE GUIDE
ESTATE PLANNING NEWS The Passing of a Loved OneThe article examines the seven elements which may be included in an estate plan: Health Care Power of Attorney, HIPAA Power, General Durable Power of Attorney, Revocable Living Trust, Pour Over Will, Funeral Trust, and Legacy Plan.
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ESTATE PLANNING NEWS What are the OddsThis article examines the need to plan for the unexpected. It gives statistics for the odds of disability and of death from various likely and unlikely causes. It shows the importance to plan for the one certainty in life, i.e., death.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 12.2
Articles included in this issue:
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.
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.
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."
