Reports
Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.
FREE ACCESS TO OUR SPECIAL REPORTS
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.
THE TRUTH ABOUT ELDER ABUSE What You Need to Know to Protect Yourself and Your Loved Ones
Taking steps to plan now, while you’re healthy, can help shield you from exploitation and fraud as you age.
THE ALZHEIMER’S SURVIVAL GUIDE FOR CAREGIVERS Practical Tips on Caring for Your Loved One
No guide can cover everything you need to know as you juggle all your responsibilities as an Alzheimer’s caregiver, and this guide does not attempt to do so. What this guide does is give you practical information to make some of the everyday situations you’re likely to encounter a little easier.
7 THINGS YOU NEED TO KNOW Before You Choose a Nursing Home
Placing a spouse or a parent in a nursing home is likely one of the most difficult decisions you’ll ever have to make. It’s not a decision anyone wants to face. To make matters worse, it is often a choice that must be made under pressure, with little warning.
15 Common Reasons To Do Estate Planning
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 will manage your affairs after your pass away. These are all important matters that should not be ignored.
Dangers of Do-It-Yourself Wills and Living Trusts
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 we are, what our goals are, and how we want our estate distributed.
Estate Planning with Individual Retirement Accounts
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 taxes on your growing nest egg.
Grandparents’ Guide to Second Generation Planning
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 the inevitable, it is important to set up a proper estate plan.
Living Trusts: Calculating the Benefits
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 protecting privacy.
Planning It Right the Second Time Around
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 why a crucial first step in this entire process should be a consultation with an estate planning attorney.
Probate: An Executor’s Role and Responsibilities
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 business of settling your loved one’s final affairs. But, if you are a potential executor, it’s one of those things that must be done, and it’s not as horrible as you may have feared.
Set The Stage for Medicaid Eligibility
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 yourself.
The Trouble of Joint Tenancy
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 many times the expense and headaches you thought you were avoiding.
Trust Administration: Prior Planning Prevents Problems
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 passing on.
Where There’s a Will, There’s a Probate
Would you like to know the intimate details of Jacqueline Kennedy Onassis’ life? You don’t have to read her story in the tabloids or wait for the latest unauthorized biography.
