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....
Estate Planning 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.
Dangers of Do-It-Yourself Wills and Living Trusts
What may seem like a great deal could cost your estate and your beneficiaries tens of thousands of...
Estate Planning with Individual Retirement Accounts (IRAs)
Consider the Complexity and Uncertainty of the Rules As will be discussed in the following sections of this...
Living Trusts: Calculating the Benefits
Why Choose a Living Trust? The desire to ensure that an heir is provided for materially is the...
Planning It Right the Second Time Around
In general, you should have all estate planning documents reviewed. In particular, you’ll have to review your fiduciary...
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...
Set The Stage for Medicaid Eligibility
Within the realm of incapacity planning, there are also arrangements that deal specifically with decisions regarding steps taken...
The Trouble of Joint Tenancy
Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that...
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...
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...