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  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
    • Advantages of Working With Our Firm
    • Speaker Connection
  • How We Can Help
    • Wills & Trusts
    • Incapacity Planning
    • Remarriage and Blended Family Protection
    • Business Owners & Asset Protection
    • Minor Children & Young Adult Planning
    • Special Needs Planning
    • Family-Owned Businesses & Farms
    • Pet Planning
    • IRA & Retirement Planning
    • Elder Law & Medicaid Services
    • LGBTQ Estate Planning
    • Probate and Trust Administration
    • Estate and Gift Tax Figures
    • SECURE Act
  • Free Resources
    • DocuBank
    • Elder Law Resources
      • Elder Law Reports
      • Elder Law & Medicaid Definitions
    • Estate Planning Resources
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQs
      • Incapacity Planning FAQs
      • LGBTQ Estate Planning FAQs
      • Probate & Trust Administration FAQs
    • LGBTQ Resources
    • Newsletters
    • Probate & Trust Administration Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
    • Special Needs Resources
  • Workshops
  • Blog
  • Contact

Estate Planning Reports

You are here: Home / Resources / Estate Planning Resources / 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.

15 Common Reasons To Do Estate Planning

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....

Dangers of Do-It-Yourself Wills and Living Trusts

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....

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....

Living Trusts: Calculating the Benefits

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

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....

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....

Set The Stage for Medicaid Eligibility

Set The Stage for Medicaid 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 of Joint Tenancy

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 you and your loved ones....

Trust Administration: Prior Planning Prevents Problems

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....

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