We Dodged the Fiscal Cliff – How the New Tax Bill Affects You

Jan 7, 2013

In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer Relief Act” was approved on...

We Dodged the Fiscal Cliff – How the New Tax Bill Affects You

Jan 7, 2013

In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer Relief Act” was approved on...

The Estate Tax Ball is About to Drop!

Dec 21, 2012

There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it?

The Estate Tax Ball is About to Drop!

Dec 20, 2012

There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it?

Fall Summit

Oct 2, 2012

Fall Summit at the Catamaran

Our New Website is Live!

Sep 12, 2012

Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family's and client’s future. With that purpose, we are pleased to announce the...

How the New Estate Tax Exclusion Affects Your Estate Plan

Dec 28, 2010

On December 17th, Congress revised the estate tax with a new law, TRA 2010, that sets the exclusion amount at $5 million per person for 2010 – 2012. However, this temporary adjustment to the estate...

Michael Jackson’s Death – Why YOU Need Your Estate Planning Documents in Order

Jun 29, 2009

The sudden death of Michael Jackson serves as a reminder to everyone that, no matter your age, you need to have your estate planning in order. The pop superstar died on Thursday, June 25th at...

Consumer Reports Recommends American Academy

Jan 29, 2009

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...

Money Magazine Recognizes American Academy!

Dec 26, 2008

In the January 2009 issue of Money Magazine, Walecia Konrads article entitled "Keep It In The Family" focuses on making sure the wealth youve worked so hard to accumulate will go to the people you...

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We Dodged the Fiscal Cliff – How the New Tax Bill Affects You

We Dodged the Fiscal Cliff – How the New Tax Bill Affects You

The Estate Tax Ball is About to Drop!

The Estate Tax Ball is About to Drop!

Fall Summit

Our New Website is Live!

How the New Estate Tax Exclusion Affects Your Estate Plan

Michael Jackson’s Death – Why YOU Need Your Estate Planning Documents in Order

Consumer Reports Recommends American Academy

Money Magazine Recognizes American Academy!

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