American Academy of Estate Planning Attorneys - Interviewed/Quoted In - AAEPA

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Interviewed/Quoted In

  • The Academy was mentioned in an article by SecondAct titled, "SecondAct Asks: What's Your Favorite Experience Gift?" The article mentions the Academy as a reputable source for finding an estate planning attorney when considering gifting a session with a fee-only certified financial planner or estate planning attorney around the holidays. Read the entire article here. December, 2011

  • Technology blog Inter-Alia featured the Academy's blog as the "Blawg of the Day" on October 5, 2011. Click here to see the blog posting. October, 2011

  • The E-Myth Attorney  was featured in an October 2011 blog on The Law Coach Blog titled, "The Link to The E-Myth Attorney." It was referred to as, "The best book on the business side of lawyering ever to come along." Click here to read the entire blog. October, 2011

  • Dennis Sandoval was quoted in the September 2011 issue of The Press Enterprise in the Business section in an article titled, "LAW: Common Sense Included in Judge's Manual. Click here to read the entire article.  September, 2011

  • Steve Harnettwas quoted in the August 2011 issue of Money Magazine in the Q&A section. Steve discusses the taxes one may incur when inheriting an irrevocable trust. Click here to read the entire article. August, 2011

  • Academy expert Steve Hartnett was quoted in the SmartMoney.com article, 10 Things Your Parents Won’t Tell You. You’ll need to read the whole article or skip ahead to the tenth item to see his advice on how to avoid sibling rivalry with the posthumous distribution of assets. August, 2011

  • Consumer Reports Money Advisor Newsletter has an article that mentions the Academy, click here for more information.  April, 2011

  • Steve Harnett was quoted in the February 2011 issue of Insurance News Net Magazine in the article, “Is Estate Planning Dead?” Steve explains that even with the new estate tax law there has not been a downturn in estate planning. Click here and go to page 18 to read the entire article. March, 2011

  • Steve Harnett was quoted in the article, “Today’s To Do List: Create a Succession Plan for the Unexpected,” on BNET, CBS’ Interactive Business Network website. In the article by Jeff Haden, Hartnett emphasizes the importance of planning for your business when you are no longer there. Often when business owners do not have long-term plans in place the business dies off too. Also, it’s important to think about the family dynamic when leaving a business to children. One suggestion is buying life insurance to ensure all children get equal shares of the estate even if they are not involved in the family business.  February, 2011

  • Academy Member Dean Hedeker and the Academy's Associate Director of Education, Steve Harnett were both quoted in the Chicago Tribune. The article ”Durable Power of Attorney Eases Mountain of Worry,” discusses the need for those in their 20s and 30s to consider having a durable power of attorney. January, 2011

  • Steve Harnett is quoted multiple times in Gail Rubin's book ”A Good Goodbye: Funeral Planning for Those Who Don't Plan to Die.” Steve lends his expertise on estate planning for pets, how to ensure your family carries out your funeral wishes and what happens when a person dies without a will or trust. The American Academy of Estate Planning Attorneys is also listed as an online resource. January, 2011

  • Steve Harnett was quoted in the San Francisco Chronicle article, “Loss of Estate Tax Leaves Hole in State Budget.” The article explains how California’s budget estimators believed the Bush Tax cuts would expire and bring in $2.7 billion from federal estate tax to the state. The tax deal President Obama worked out with the Republicans does not bring back the state death tax credit so California must find another way to fill that hole in the budget. December 14, 2010

  • Steve Harnett imparted his wisdom and offered advice to readers of the Chicago Tribune. He was quoted in the September 23, 2010 article “Law Offers a 2nd Chance to Value Estate Portfolio.” September 2010

  • Steve Hartnett was quoted in the Smart Money article, "How to Cut Funeral Costs Now." Steve highlights that talking to one's family before one passes sets clear expectations and avoids excessive costs ." August 30, 2010

  • Steve Hartnett was quoted in the article, "Who You Gonna Call? Seven financial "friends" everyone should have on speed dial" in the August 26th 2010 edition of Black Enterprise Magazine. The article suggests that African Americans can overcome misgivings about financial institutions by cultivating personal connections that go beyond traditional client–service provider relationships. One of those relationships they need to establish is with an Estate Planning Attorney who can, according to Hartnett, "help you set up a trust that offers more flexibility and control over your how your assets are managed after you die, or if you become incapacitated. He or she can also help you navigate the complexities of blended family structures." August 26, 2010

  • Steve Hartnett was quoted in the article, "Do You Need A Financial Guru?," in the September 2010 issue of Real Simple Magazine. When asked when is the right time to hire an estate planning attorney, Steve replied, "If you have a complicated work or family situation that requires careful contingency planning." The article goes on to suggest hiring a qualified estate planning attorney who belongs to the American Academy of Estate Planning Attorneys. September 2010

  • Steve Hartnett was quoted in article by the Baltimore Sun, "A Billionaire's Death Renews Interest in Bringing Back the Federal Estate Tax." July 25, 2010

  • Steve Hartnett was quoted in the article, "Boss' Death Spotlights Debate on Estate Tax" in the New Jersey Star-Ledger Newspaper. July 17, 2010

  • Steve Hartnett was interviewed by the LA Times in the article, "Heirs of the Wealthy Escape Estate Tax." Steve confirms the uncertainty surrounding how congress will resolve the estate tax issue. July 17, 2010

  • Steve Hartnett was quoted in Jeanne Sahadi’s article, "Estate Tax in Limbo," on CNNMoney.com. With the confusion surrounding what will happen to the estate tax next year, Steve Hartnett confirms that it is not clear how estate tax and step-up rules will be in 2011. June 18, 2010

  • Steve Hartnett was quoted in the article, "How to Be a Good Executor," in the Faster Times. Multiple experts weigh in on the responsibilities and potential liabilities of being an executor of someone’s estate. April 26, 2010

  • The Family Plot blog quoted Steve Hartnett in the March 31, 2010 post, "How to Insure Funeral Plans Are Carried Out." Steve recommends three methods for having your wishes carried out, but he encourages sharing your plans in advance so they are not a shock to your loved ones. March 31, 2010

  • Steve Hartnett was quoted in the USA Today article, "Prenuptial Agreements: Unromantic, But Important." Laura Petrecca's article explores how prenuptial agreements are slowly gaining acceptance in society as couples are getting married later in life with more financial assets and people are entering into second and third marriages. With the divorce rate at 50 percent, people are looking to protect their assets in case the happily ever after does not work out. March 8, 2010

  • Steve Hartnett was quoted in Charles Wallace's article, "Small Business Owners Face Estate Tax Dilemma," on DailyFinance.com. With the uncertainty of the estate tax many small business owners are worried if their businesses can survive if they pass away. Steve recommends that now is the time for small business owners to look into other estate planning options available such as giving some of their assets to their children. February 8, 2010

  • Steve Hartnett's prediction is mentioned in the Baltimore Sun article, "Look out for confusion over end of estate tax." The article explores why states aren't waiting for Congress to resolve the issue and are taking matters into their own hand. Without an estate tax it's possible heirs can be unintentionally disinherited or assets distributed differently due to the language of the documents. January 26, 2010

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“Having the Academy's Education Department at my beck-and-call allows me to devote more time to developing my practice and bringing in more business instead of constantly reading case law and journals. Even the best publications are a month to 6 weeks behind on the law by the time I get them. With the Academy, I get the new and relevant case and tax law changes literally as they are happening! That feature alone is worth my membership fee. And even my most complex questions are usually answered within a few hours — my clients are always shocked at how fast I can resolve their issues. Now that's real customer service.”

Ronda G. — Louisiana Member