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,....
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....
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....
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....
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....
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....
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....
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....
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.....
This report informs the reader of what FDIC actually is and explains the basic coverage FDIC offers. ....
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....
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....
For Seniors, the debate over Wills versus Probate holds special meaning, because the vast majority of Probate cases revolve around the affairs of those Americans....
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....
Who will care for your pets if you can no longer do so? If you have a dog, cat or other pet, you know that....
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....
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.....
This report can help familiarize you with some important concepts about being prepared for divorce, should it come your way.....
This report describes the estate tax valuation benefits available to owners of farms or other business real property.....
Are you worried about being sued? Well, you should be. There are 18 million lawsuits in the United States each year. But that isn't the....
Are you worried about being sued? Well, you should be. It is reported that there are 18 million lawsuits in the United States each year.....
Problems often arise when a parent with minor children passes away with no estate plan in place, leaving behind potential hardship on the emotional and....
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....
While often maligned as a headache, in reality probate offers a solid legal framework with advantages for those who have properly prepared prior to death....
If you own life insurance, congratulations. Sadly, most of us put off this critical element in our family's financial planning, which may have devastating consequences....
A humorous take on how families pass on businesses, such as family farms, is reflected in this quip: Avenge your children; give them equal shares....
At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring....
Americans are some of the most generous givers on the face of the planet. They reach into their pockets and take out their checkbooks on....
If you or your loved one is a wartime Veteran in need of daily assistance due to any disabling medical condition you may qualify for....
While planning for the care of a special needs child certainly tops the list of emotionally-charged topics, the peace of mind parents gain....
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....