Media Alert: Planning Your Estate in Any Circumstance

BRYN MAWR, Pa., Oct. 20, 2014 /PRNewswire-USNewswire/ -- National Estate Planning Awareness Week, October 20-26, is a national effort to help consumers understand their options and financial needs in planning their estate. The American College of Financial Services can offer three esteemed professors who bring deep estate planning knowledge.

Why:
Estate planning is an element of financial planning that goes fairly neglected. Research indicates that approximately 55% of Americans don't have a last will or other estate plan in place. Additionally, there are many Americans in unique situations, including LGBT couples and parents of children with special needs, where having a smart financial plan is even more critical and complex.   

Who: 
Jamie Hopkins, Esq., J.D., M.B.A., is available as an expert source on all aspects of estate planning, including intellectual property rights as well as digital estate planning. He has published multiple papers on the subject, including "Afterlife in the Cloud: Managing a Digital Estate." He is an Associate Professor of Taxation and holds the Larry R. Pike Chair in Insurance and Investments at The American College. He received his MBA from the Villanova University School of Business Fellowship program.

Dr. Craig Lemoine, Ph.D., CFP, is available to speak to small business succession strategies and how LGBT couples can plan an estate in states that do not recognize same sex marriage. Dr. Lemoine led the development of the newly redesigned Chartered Financial Consultant (ChFC®) designation. The ChFC® prepares advisors to meet the real life, advanced financial planning needs of individuals, professionals and small business owners.  He is the Chartered Financial Consultant program director at The American College and holds the College's Davis Distinguished Professor of Financial Planning Technology.

Sophia Duffy, JD, CPA, is available to speak to cash flow and valuation management, as well as how parents with a special needs family member can provide for the care of the individual through estate planning.  She is an Assistant Professor of Business Planning at The American College. She completed her Juris Doctorate (JD) from the Temple University James E. Beasley School of Law in 2012.

When:  
Prof. Hopkins, Dr. Lemoine and Prof. Duffy are available for interviews beginning today. Please contact Hayley Milbourn for more information or to discuss scheduling.

Contact:          
Hayley Milbourn
212-446-1870
[email protected]

About The American College of Financial Services
The American College is the nation's largest non-profit educational institution devoted to financial services.  Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others since 1927.  The American College's faculty represents some of the financial services industry's foremost thought leaders.  For more information, visit TheAmericanCollege.edu.

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SOURCE The American College of Financial Services