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.
Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for....
Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to....
Some people mistakenly believe that drafting a will avoids the costly, time-consuming legal process called probate. Read this article to find out about wills, probate....
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....
WHY CREATE AN ESTATE PLAN? You don’t have to be a millionaire to benefit from an estate plan. Reasons to create an estate plan are....
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....
How to ensure you’ve covered the basics One thing should be clear by now: we do our families and ourselves a great disservice when we....
The passing of someone close to you is a difficult and emotionally draining time. The last thing you likely want to deal with is the....
Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones....
Use this report At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden....