Reports
Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.
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These reports are published by the American Academy of Estate Planning Attorneys and cover a wide-variety of subjects relating to estate planning. Click on a report title to read more or to order a complimentary copy.
Many people think of estate planning as a life event. You spend some time with your estate planning attorney and talk about your goals, plans,.... [read more]
Find out the most common reasons why it is important to do estate planning such as avoiding probate, protecting your assets and designating someone who.... [read more]
The question of what will happen to your children without you or their own partner will be answered someday. In preparation for the unexpected and.... [read more]
Why create an estate plan? As 2013 started, the estate planning world had a new law: The American Taxpayer Relief Act of 2012 (ATRA), enacted.... [read more]
One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That's.... [read more]
Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and.... [read more]
As citizens of a culture that worships youth, most of us find it nearly impossible to admit our own mortality, much less make plans for.... [read more]
For surviving family members, the hours and days following a loved one’s death is no time for weighty decisions. For many Americans, however, this will.... [read more]
Our firm has found that looking after these financial assets is only a part of planning for passing on your legacy. Typically speaking, non-financial assets.... [read more]
Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who.... [read more]
Traditional Estate Planning can certainly address legal technicalities and basic financial concerns, but most people want to pass on much more than just financial assets..... [read more]
This report informs the reader of what FDIC actually is and explains the basic coverage FDIC offers. .... [read more]
Terri Schiavo’s voice can still be heard, just in a different manner than before. Want to make sure you have the final say in your.... [read more]
Joint tenancy ownership of property is sometimes used as a substitute for an effective estate plan. Is this a good idea? Read this article to.... [read more]
For most of our lives the greatest risk to our well-being isn't death. It's the ever-growing likelihood of becoming seriously ill or injured..... [read more]
This report can help familiarize you with some important concepts about being prepared for divorce, should it come your way..... [read more]
There is so much conflicting information regarding estate planning options, it’s difficult to know whom to trust. Don't be fooled by the most common myths.... [read more]
