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.

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 as unique as the individuals...
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...
If you’re like most people you probably just want an estate plan to give your estate to whom you want, when you want and how you want. You don’t want...
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...
Why create an estate plan? 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. As Carolyn...
The unhappy truth about marriage is that 2.5 million of them end in divorce each year.  For first marriages, this typically happens somewhere around the 11th anniversary.  If you’re married...
While most people know they should have some sort of estate plan in place, many procrastinate because they don’t want to undertake the process of creating one. Some are concerned...
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 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.
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.
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.
For surviving family members, the hours and days following a loved one’s 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 one’s funeral.
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.
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.
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 life? This report will tell you how the proper estate planning tools can guarantee that your end-of-life decisions are carried out.