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.
Estate Planning with Individual Retirement Accounts
Using This Report At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way…
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…
Set The Stage for Medicaid Eligibility
Introduction Incapacity planning is a broad area of law that covers how you are cared for if you become physically…
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…
Trust Administration: Prior Planning Prevents Problems
Trust Administration—What You Need to Know Trust Administration is the process people often find themselves in unexpectedly, after the death…
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…
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…
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…
Planning It Right the Second Time Around
How to ensure you’ve covered the basics One thing should be clear by now: we do our families and ourselves…
15 Common Reasons To Do Estate Planning
WHY CREATE AN ESTATE PLAN? You don’t have to be a millionaire to benefit from an estate plan. Reasons to…