Interviewed/Quoted In
- 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
- The article, "Seniors Overcome Fear, Obtain Peace of Mind Through Estate Planning," posted on TheFinancialFactor.com recommends that seniors take the necessary steps to ensure their loved ones are not overwhelmed with decisions regarding medical care or even a death. The article explains the importance of having a HIPAA authorization form so someone in the family is legally authorized to make medical decisions, the importance of having personal care and financial affairs in order in case of a serious disability that may come with aging, and encourages pre-planning for funerals. The article recommends seeing an estate planning attorney and references the American Academy of Estate Planning Attorneys. December 16, 2009
- The American Academy of Estate Planning Attorneys was recommended by KCTS 9 as a resource to find an estate planning attorney. KCTS 9 is a public television station in Seattle, Washington, that is a member of the Public Broadcasting Service (PBS). December 8, 2009
- CreditFrog.com recommends the American Academy of Estate Planning Attorneys as a resource for finding a qualified estate planning attorney. The article, "Do You Need an Estate Plan?" details the strict criteria to become and maintain membership in the American Academy. CreditFrog.com is a website for consumers looking for news and information on financial concerns and related topics. December 7, 2009
- Steve Hartnett's article for the Yakima Herald was reposted on the Kelso House Adult Foster Care website as a resource. The article was re-titled, "Estate Planning: Never Too Early, Often Too Little, Too Late." December 7, 2009
- Steve Hartnett, Associate Director of Education, was interviewed by the Yakima Herald in the article, "Will, do: Talk to an Estate Planner to Map Out Future Plans." The article in the Washington based newspaper focused on the importance of not putting off planning and the many options available to consumers now. December 6, 2009
- Associate Director of Education, Steve Hartnett, was quoted in a Janet Kidd Steward article for the Chicago Tribune for the second time this year. "Medicare Part B Enrollment Can Be Put Off Past 65 in Some Cases" is a Question and Answer format which allowed for Steve Hartnett to lend his expertise in the area of transferring assets into a trust. December 6, 2009
- Steve Hartnett's interview with Philip Moeller of US News & World Reports was posted on the blog Estate of Denial under the title, "Bad Economy Fosters Estate Litigation Increase." December 1, 2009
- Dennis Sandoval, Director of Education, was quoted in Janet Kidd Steward's column for the Chicago Tribune. The column is a Question and Answer format and Dennis Sandoval answered a question regarding mortgage payments for heirs when they inherent a property and are unable to afford the payment. November 1, 2009
- Robert Armstrong was mentioned on Ben Glass's Great Legal Marketing Website regarding the new book, E-Myth for Attorneys, which he is writing with Sanford M. Fisch and entrepreneur Michael Gerber. Ben Glass also posted news of the book on Clarislaw.com, a website promoting online publishing and communications for attorneys. November 2009
- Steve Harnett was quoted on USAA's website under the Retirement Planning section on the Strategies for Naming Benefits page. He was quoted regarding how to avoid estate tax on the death benefit. He is also quoted on the reasons to name a corporate trustee. October 7, 2009
- Janet Kidd Stewart's article, "Estate Planning Can Save Headaches for Heirs" in the Chicago Tribune includes advice from Dennis Sandoval. The article emphasizes the importance of planning regardless of the size of your estate. October 2009
- Steve Hartnett was quoted in an article for US News & World Reports titled, "8 Tips to Avoid Nasty Estate Surprise". Philip Moeller's article focused on how current economic times have increased contested wills and interfamily feuding and offers readers advice on the best ways to avoid future squabbling. October 2009
- Steve Hartnett was quoted in Janet Kidd Stewart's article, "How to Manage Finances After Death of Spouse" in the Chicago Tribune. October 2009
- The American Academy of Estate Planning Attorneys was recommended by MoneyMaiden.com in the article, "Should you Create an Estate Plan?" September 19, 2009
- Steve Hartnett was quoted in another article about Michael Jackson's Death. "Michael Jackson's Good Moves on Estate Planning" appeared in the Baltimore Sun. July 2009
- Steve Hartnett was interviewed by Bloomberg. July 2009
- Steve Hartnett quoted in Associated Press article on Michael Jackson's death. The article, "Jackson May Be 'Worth More Dead Than Alive" was picked up by news outlets across the nation. June 2009
- American Academy's Director of Education, Dennis Sandoval, quoted in Wall Street Journal's article, "Elder-Abuse on the Rise". June 2009
- Steve Hartnett was interviewed by USAA.com. June 2009
- Steve Hartnett, Associate Director of Education, was quoted in Carolyn Bigda's article "Rethink Your Legacy" in the June issue of Money Magazine. The article explores the five questions you should be asking regarding your estate. Academy Member Tony Perrelli of Hedeker and Perrelli, Ltd was also quoted in the article. June 2009
- Associate Director of Education, Steve Hartnett, was quoted in Kathleen Pender's article, "Congress Working to Change Estate Tax" for the San Francisco Chronicle. April 26, 2009
- Steve Hartnett was quoted in the Money Magazine article, "5 Things To Know About Naming Beneficiaries", in the March 2009 issue. March 2009
- The American Academy of Estate Planning Attorneys was recommended by Laurence Harmon in her article, "How to Do Estate Planning" on Mauritiustoday.com. Laurence Harmon is a graduate of Stanford Law School and is dedicated to helping Baby Boomers who are responsible for aging parents. February 4, 2009
- Dennis Sandoval was interviewed by Wall Street Journal. February 2009
- Dennis Sandoval was interviewed by Exceptional Parent Magazine, a publication for the Special Needs Community. January 2009
- Steve Hartnett was interviewed by Money Magazine. January 2009
- Dennis Sandoval was interviewed by Wall Street Journal. January 2009
- Steve Hartnett was interviewed by Wells Fargo on "Estate Planning" for their Insight Series. September 2008
- Dennis Sandoval was interviewed by CNN on "Special Needs Trusts". August 2008
- Dennis Sandoval was interviewed by USA Today on "Adoption Tax Credit". August 2008
- Steve Hartnett was quoted in the Valley News Today's article, "On Investing: A Family Conversation about Wealth and Inheritance." The July 3, 2008 article stressed the importance of families communicating about what heirs should expect in order to avoid later confusion and family conflict. July 2008
- Dennis Sandoval was quoted in the article "Choice of a Lifetime" written by Joe Vidueira, in AARP's Segunda Juventud in Summer 2008.
- Steve Hartnett was interviewed for Dow Jones MarketWatch.May 2008
- Robert Armstrong's advice sought out by Money Magazine yet again! Mr. Armstrong was quoted in "A Midlife Money Checkup" by Penelope Wang in the March 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. February 12, 2008
- The John Tesh Radio Show recommended
the Academy as a resource for finding an estate planning attorney. The segment focusing
on money and finance originally aired in September 2007 and was repeated in December
2007. Mr. Tesh recommended that listeners go to the American Academy of Estate Planning
Attorney's website to find a qualified estate planning attorney in their area. The
Academy website is also recommended on the Tesh site . The John Tesh Radio
Show airs on 260 stations across the United States and Canada with
an audience of over 8 million listeners. John Tesh is known as a popular television
host, singer and syndicated talk show host. December
6, 2007
- Jean Chatzky's article, "Single? Then You Need a Plan of Your Own" includes advice
from Robert
Armstrong in the December issue of Money
Magazine . The article focuses on the importance
of planning for singles, not just couples. November 20,
2007
- Steve Hartnett was
quoted in the CNNMoney.com article, "Buffett: Tax my kin, please" by Jeanne Sahadi on November 14, 2007. The
article focuses on billionaire Warren Buffett's stance as a proponent of the estate
tax as well as the philanthropic contributions he is planning to make upon his death. November 14, 2007
- Robert Armstrong was
quoted in the article, "PRACTICE MANAGEMENT: How to Waltz with Clients' Lawyers"
released on the Dow
Jones Newswire September 18, 2007. The article
delves into the importance of a healthy working relationship between financial advisors
and their clients' attorneys. It shares tips, as well as pitfalls, from leading
lawyers around the nation.
- Steve Hartnett has been quoted in the Peter's Township Magazine in a general article about estate planning to be published September 2007.
- Steve Hartnett was quoted in an article for Investment News regarding the collective share law currently in place in South Carolina.
- Steve Hartnett was used as a resource for Slate Magazine's August
30th article about the Pet Trust of the late Leona Helmsley. His estate planning
knowledge and expertise were used to explain the legal workings of a Pet Trust and
the ramifications if Helmsley's grandchildren choose to contest her will.
- Only put off until tomorrow what you are willing to die
having left undone. (Pablo Picasso)
The recommendation of Money Magazine is that you find a member of the American Academy of Estate Planning Attorneys. Pablo Picasso was highlighted in the September 2007 issue of Money Magazine.
The article was entitled "Twenty Timeless Money Rules." Though he is best known
for his unique artistic talents, he was also known to have been willing to die without
an estate plan-leaving a huge mess for his heirs. This same article discusses the
importance of finding the type of attorney you can trust to assist you with planning
for your family's legacy and provided consumers with the Academy web address.
- Sanford Fisch was quoted in The San Diego Union-Tribune article "Cash in on this advice, Calif. Newlyweds" by Kathleen Pender, published
June 24, 2007.
- Sanford Fisch and Steve Hartnett were quoted in the San Francisco Chronicle article "Just wed? Cash In On This Advice" by Kathleen Pender, published on June 12, 2007.
- Steve Hartnett was interviewed March 7, 2007 by Lisa Schiedler
of Crain's Investment News, a national publication, on estate planning
strategies, particularly 529 plans.
- Sanford Fisch was quoted in "Estate Planning Borrows Page from
Tupperware" written by Sheri Qualters which was published in The National Law Journal on February 26, 2007.
- Steve Hartnett was quoted in the Wall Street Journal on Saturday, February 24, 2007 on the topic of 529 Plans. The article entitled, "A New
Trick For Avoiding Estate Taxes," examines how setting up 529 plans for children
and grandchildren then making lump contributions can help avoid some estate taxes
while maintaining control of those funds.
- Steve Hartnett was quoted for the article "7 Ways to Prepare
for the Death of a Parent" in Men's Health magazine published in October 2006.
- Dennis Sandoval was interviewed in December 2006 by Redbook magazine editor regarding estate and retirement planning issues to be used in a
future issue of Redbook.
- Dennis Sandoval was interviewed in December 2006 by Ladies'
Home Journal magazine editor regarding the importance of estate planning
issues to be used in a future issue of Ladies' Home Journal.
- Steve Hartnett had an OnAir interview with KMOV TV
(CBS affiliate) in Missouri. May 2006
- CNN Money Magazine
Director of Education, Dennis Sandoval and Associate Director of Education, Steve Hartnett, talk to CNN about the common problems that family feud distributions stir
up! The article "Fighting Family Feuds" by Annelena Lobb May 21, 2002, is in CNN Money Magazine.
- "Good Will Hunting: Avoid These 10 Will-Writing Snafus"
This excellent article was published on CBS Marketwatch on January 24, 2002. It
quotes member Eric Smith and the Academy's own Steve Hartnett regarding common estate
planning mistakes. The article was published on CBS Marketwatch on January 24, 2002.
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2009 Archive
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