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.
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 Louisville area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
Wesley A. Gersh Co-Authors New Release Guiding Those Left Behind in Kentucky Wesley A. Gersh has recently co-authored a book titled "Guiding Those Left Behind in Kentucky" with attorney Amelia Pohl. This book covers topics such as wills, trusts, business planning, health care and Medicaid Planning.
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Attorney Gersh Completes Extensive IRA Training Estate Planning Attorney, Wesley Gersh, 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.
In-Home Senior Care Do you have a loved one needing in-home care? Right at Home is a locally owned company which provides non-medical, in-home care to seniors and adults with disabilities. They are bonded, insured and available 24 hours per day. For more information visit www.louisville.rightathome.net.
Attorney Gersh Featured on WHAS11 Wesley Gersh was recently featured on WHAS11, Good Morning Kentuckiana. He was asked to speak on the Terri Schiavo case and how families can best protect themselves from this type of turmoil.
(GOOD MORNING KENTUCKIANA, WHAS11, Louisville, KY, 03:10, 3/29/2005 6:00:00 AM)
Click here to view the interview
Elder Law Article Highlights Attorney Gersh The Lane Report, a well-known statewide financial publication, quotes Attorney Wes Gersh on estate planning and sensitive elder law issues. “I know I am helping my clients,” he said. “I can impact the lives of families in difficult dilemmas. At the time of the client’s death or disability, their families are really appreciative. Most are not insured for it, and if they are, they find the insurance hasn’t worked very well.”
Click here to read the entire article
ESTATE PLANNING NEWS Death and Tragedy423 Words. The article looks at the tragedy of family disputes and how to avoid them.
ESTATE PLANNING NEWS A Plan by Design or by Telephone?372 Words. The article looks at the game of "Telephone" and how transmitting your legacy in this manner is likely to result in error.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 12.3
Articles included in this issue:
EDUCATIONAL ALERTS The Estate That Would Not DieThe recent litigation surrounding the publicity rights of the remainder beneficiary of the estate of Marilyn Monroe illustrates some of the problems with probate administrations and how a trust can help avoid some of these entanglements.
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."
