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.
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…....
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…....
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…....
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…....
In general, you should have all estate planning documents reviewed. In particular, you’ll have to review your fiduciary designations with the following questions in mind.…....
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…....
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…....
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…....
Trust Administration—What You Need to Know Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent…....
