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.

This report informs the reader of what FDIC actually is and explains the basic coverage FDIC offers.

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.

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.

A Special Child Needs Special Planning

While planning for the care of a special needs child certainly tops the list of emotionally-charged topics, the peace of mind parents gain from a well-designed estate plan is immeasurable.

Beware of Living Trust Scare Tactics!

There is so much conflicting information regarding estate planning options, its difficult to know whom to trust. Don't be fooled by the most common myths that have been used to scare the public.

Charity Begins at Home

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 behalf of others more often than any other industrialized nation.

Creating a Lasting Legacy

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.

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 familys future, we must take stock of who we are, what our goals are, and how we want our estate distributed.

Family Farm: The Next Generation

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 in your business.

Family Wealth Trust

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 are more valued and often omitted when passing an estate to future generations.

Funeral Planning

For surviving family members, the hours and days following a loved ones death is no time for weighty decisions. For many Americans, however, this will be the first time they think about the preparations for their loved ones funeral.

Getting The Most Out of Your Life Insurance

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 on the loved ones left behind.

How to Include Service Providers in your Estate Plan

When hiring an estate planning attorney, you expect this person to help you get all your ducks in a row. It is essential to work with a local attorney who will be able to set up a plan for you that is tailored to your particular concerns and needs. One specific area that requires attention when creating your plan is your service providers.

Impact of Divorce

This report can help familiarize you with some important concepts about being prepared for divorce, should it come your way.

IRS Grants Relief for Late Election of Portability

Over the past fifteen years, the amount that could pass free of estate tax at death has ranged from $675,000 to an unlimited amount. Prior to 2010, if the first spouse to die did not utilize his or her estate tax exclusion amount, that amount would be lost forever. Special estate planning, usually in the form of an A/B or A/B/C Revocable Trust was needed in order to utilize the exemption amount of the first spouse to die. In a joint trust, the A Trust is most often referred to as the Survivors Trust. The B Trust goes by many different names Family Trust, Bypass Trust, Exemption Trust, and Credit Shelter Trust being among the most common.

Living Trusts: Calculating the Benefits

Chances are youve 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.

Peace Of Mind

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 that eventuality. Denial, however, offers no protection from the inevitable.

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: A Process, Not a Problem

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 and who have retained skilled legal counsel.

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 ones final affairs. But, if you are a potential executor, its one of those things that must be done, and its not as horrible as you may have feared.

Should You Trust Your Estate Plan?

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, dreams, and fears for the future.

The Nightmare of Living Probate

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.

The Trouble with Joint Tenancy

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 find out.

To My Dog Lucky, I Leave $10,000

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 the unconditional love and affection our pets devote to us improve the quality of our lives in ways nothing else can.

What Every Senior Should Know About 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 ages 60 and over.

Where There's a Will, There's a Probate

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 and Living Trusts.

Your Life, Your Final Say

Terri Schiavos voice can still be heard, just in a different manner than before. Want to make sure you have the final say in your life? This report will tell you how the proper estate planning tools can guarantee that your end-of-life decisions are carried out.