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Reports
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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.

Beware of Living Trust Scare Tactics!
Beware of Living Trust Scare Tactics!

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 that have been used to scare the public.

A Special Child Needs Special Planning
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. The mere idea wrenches the heart of any parent: if untimely death or disability strikes, who will care for your children? Because no one is […]

Asset Protection: Reducing Risk, Promoting Peace of Mind
Asset Protection: Reducing Risk, Promoting Peace of Mind

Every American adult shares a dubious characteristic—each is a walking litigation target. Part of your birthright is that you may be sued at any time, for any reason, and for any amount.

Charity Begins at Home
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.

Estate Planning with Individual Retirement Accounts
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.

Family Farm: The Next Generation
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.

Getting The Most Out of Your Life Insurance
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.

Probate: A Process, Not a Problem
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
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.

Estate Planning Basics For Families With Young Children
Estate Planning Basics For Families With Young Children

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 financial future of their minor children.

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