Money Magazine Recognizes American Academy!

In the January 2009 issue of Money Magazine, Walecia Konrad’s article entitled “Keep It In The Family” focuses on making sure the wealth you’ve worked so hard to accumulate will go to the people you love. The article recommends the American Academy of Estate Planning Attorneys as a source to find an estate planning attorney who can tailor a plan for your situation and address your state rules. It also includes a useful estate planning checklist and valuable tips for putting together a proper estate plan that will safeguard your hard-earned assets from estate taxes, lawsuits and probate. This is the fourth time in 16 issues the American Academy has been recognized. Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.

 Local Attorney Recognized by National Organization for Excellent Service
Bradley B Anderson was recently recognized by a national advance directive registry for going "above and beyond" the professional call of duty to protect his clients' healthcare wishes.

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American Academy Awards Fellow Designation to Gerald M. Dorn

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 2008 CLIENT APPRECIATION FAIR!
Since 1995, we have had the pleasure of helping thousands of families to preserve their estates and pass on their legacies. To celebrate and express our appreciation, we are inviting all our clients, their families and friends to a very special event—our Fall 2008 Client Appreciation Fair at the Grand Sierra Resort. Seating is limited and reservations are required.

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 Anderson, Dorn & Rader, Ltd. Offer a Revolutionary NEW Estate Planning Method
RENO, NV- Traditional "bare bones" estate planning has focused primarily on what happens after death and usually passes on financial wealth outright with no conditions or safeguards. Today's American families are realizing that these outdated, traditional estate planning methods are failing them and their families, and they are wanting a more holistic approach to deal with today's real life issues. Those issues include divorce (especially their children's divorces), second marriages after the death of a spouse, creditor concerns and passing on family traditions and values that have been overlooked in traditional estate planning. Any one of these can wipe-out an entire inheritance in one generation.

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  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 Recommended by Nationally Syndicated Talk Show Host

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 his 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.

  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 Northern Nevada accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.

BRYCE L. RADER BECOMES MEMBER IN THE ACADEMY OF SPECIAL NEEDS PLANNERS.

As advocates for those with special needs, we understand the total dedication and unconditional love of those involved in the lives of family members with special needs. Without effective estate planning to address special needs concerns a Special Needs Child may lose eligibility for public and/or private assistance programs. Attorney Rader has a wealth of experience, compassion and information he can share with you.


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New Attorney on Staff with Anderson, Dorn & Rader, Ltd.

We are pleased to announce the addition of Attorney Russel J. Geist to the law firm.
Mr. Geist is licensed in both Nevada and Texas. Attorney Geist has a Master of Laws degree in Taxation and comes to us with a passion for helping individuals and families achieve solid estate and tax plans. Anderson, Dorn & Rader, Ltd. has helped thousands of clients to prepare for all of life’s contingencies with well drafted, fully implemented and eventually administered Estate Plans.

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ESTATE PLANNING NEWS
 Vacation Properties Take Planning
Just as taking a vacation takes some planning, vacation homes take some special consideration in an estate plan. There are several factors to consider, such as the possibility of ancillary probate, the use of the vacation home by beneficiaries, and the value of the home in your estate. The article reviews the use of both a revocable living trust and a special irrevocable trust, for those with a taxable estate, to create an effective estate plan that includes the vacation home.

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ESTATE PLANNING NEWS
 Powers of Attorney - May Not Be Enough
This article examines the limitations of using a power of attorney to delegate decision-making authority to someone else. It explores the solutions available through the use of a living trust by nominating someone as successor trustee.

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CLIENT NEWSLETTERS
 Your Estate Matters Newsletter, Vol. 13.4

Articles included in this issue:

• What's Hiding in Your Attic?
• Is Laughter the Best Medicine?
• Check Out Your Beneficiaries Designation
• Your Values. Your Beliefs.
• The Cost of Your Cards
• Top Ten Tips for Saving Gas
• Winning Recipe
• Spotting the Warning Signs
• Estate Planning Letter (optional article to replace Message From the Firm Founder)

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EDUCATIONAL ALERTS
 IRS Issues Favorable Grantor Retained Annuity Trust Ruling
This alert examines the use of Grantor Retained Annuity Trusts or "GRATs." Specifically, the article examines a recent private letter ruling which approved the use of a "substitution of assets" clause in the trust. GRATs can be an effective way to freeze the transfer tax value of assets and get appreciation of the assets out of the taxable estate without using gift tax exemption.

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EDUCATIONAL FYIs
 Article on Family Caregivers
The 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.

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 SPECIAL REPORT
Estate Tax Repeal
Americans everywhere have been bombarded with radio reports and newspaper articles discussing the possible repeal of the infamous estate tax. On May 26th, 2001 both houses of Congress passed the Economic Growth and Tax Relief Reconciliation Act of 2001, which we refer to as the Act. The final ingredient required to make the Act a formal law was President Bush's signature on the appropriate papers, which occurred on June 7, 2001. Our Consumer Alert explores the nuances of the new Act, and reveals what the changes in law really mean.

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