APS News

Estate Planning Information Available to APS Members

Following a very successful session on estate planning offered last spring at the March meeting in Los Angeles, APS members can obtain, free of charge, brochures on the following topics:

  • Better Estate Planning
  • Personal Financial Affairs Record
  • How to Make a Will That Works
  • A Guide to Giving in 2005
  • Giving Through Your Will
  • Giving Through Retirement Plans

A handout prepared by the speaker at the meeting, Reynolds T. Cafferata of Rodriguez, Horii & Choi LLP, is also available. The session at the meeting was entitled “The Danger of Tax Laws and Opportunities for Creative Arrangements.” Highlights included an overview of estate planning tools to minimize estate taxation, as well as how best to structure charitable gifts that feature tax savings and other financial benefits. Also, as a reminder, APS announced the formation of a Bequest Society in Nov. 2004, and is most grateful to individuals who choose to include APS in their estate plans. Members who would like copies of the brochures and handout and/or would like to discuss opportunities to include APS in their will can contact Darlene Logan, Director of Development, at (301) 209-3224 or logan@aps.org.

APS encourages the redistribution of the materials included in this newspaper provided that attribution to the source is noted and the materials are not truncated or changed.

Editor: Alan Chodos
Associate Editor: Jennifer Ouellette
Staff Writer: Ernie Tretkoff