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 REPORTSThese 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
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....
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....
Set The Stage for Medi-Cal Eligibility
Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for....
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....
Trust Administration Prior Planning Prevents Problems
Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to....
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....
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 must take stock of who....
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 estate and/or income taxes and....
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....
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....
