New Book Released! Estate Planning Basics in Georgia: 38 Common Questions About Estate Planning Our recent book on estate planning is written specifically with you, the consumer, in mind. It is a comprehensive guide written in simple, easy-to-understand language. The book covers topics such as the differences between Wills and Trusts, holding property in joint tenancy, functions of powers of attorney, maximizing IRA distributions with proper estate planning, and much, much more. After reading this book, you will have the knowledge needed to make an informed decision about getting started on - or updating - your own plan. This is a must have for all families looking to protect their hard-earned assets and pass their legacy on to future generations.
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 South Atlanta metro area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
Attorney Charles Pyke Completes Extensive IRA Training Estate Planning Attorney, Charles Pyke, 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.
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Charles B. Pyke, Jr. Co-Authors New Release A Will is Not Enough in Georgia Charles B. Pyke, Jr. has recently co-authored a book titled "A Will is Not Enough in Georgia" with attorney Amelia Pohl. This book covers topics such as wills, trusts, business planning, health care and Medicaid Planning.
ESTATE PLANNING NEWS Joint Tenancy - Joint Problems552 words. Joint tenancy avoids probate and seems like a simple solution. Howver, adding a joint tenant adds all sorts of unforeseen problems.
ESTATE PLANNING NEWS The Top 10 Things to Know About Estate Planning651 words. Many people are often confused by Estate Planning. Here is a list of the top things to know about Estate Planning.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.1
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."
Financial Planning Options In 1999, Charles B. Pyke Jr. teamed together with long time friend, John B. Keeble, IV, to form Keeble & Pyke Financial Advisors, Inc. This is a separate and distinct firm from the law firm of Pyke & Associates, P.C. Keeble & Pyke Financial Advisors goal is to assist individuals and business owners in achieving their long-term financial goals by helping them become the best stewards of their resources.
Preserving Your Values and Life Stories According to an old proverb, when an elder dies an entire library is lost. We here at Pyke & Associates have found a way to save some of those precious family libraries. Our mission is to help people to be good stewards of ALL that has been entrusted to them. That's why we're pleased to announce two new services we're offering our clients that will help you be good stewards with resources that are often overlooked: memories and values.
