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Home / Reports

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.

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 why a crucial first step in this entire process should be a consultation with an estate planning attorney.

Keeping Up With the Ever Changing Estate Tax
Keeping Up With the Ever Changing Estate Tax

Why create an estate plan? As 2013 started, the estate planning world had a new law: The American Taxpayer Relief Act of 2012 (ATRA), enacted January 2, 2013.

GRANDPARENTS’ GUIDE TO SECOND GENERATION PLANNING: Why Your Adult Children Need an Estate Plan
GRANDPARENTS’ GUIDE TO SECOND GENERATION PLANNING: Why Your Adult Children Need an Estate Plan

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.

Fifteen Common Reasons To Do Estate Planning
Fifteen 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 will manage your affairs after your pass away. These are all important matters that should not be ignored.

Should You Trust Your Estate Plan?
Should You Trust Your Estate Plan?

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.

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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