Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.
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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.23 Reasons to Make or Update Your Living Trust
There is no “one size fits all” estate plan. Nor is there any single factor that determines what kind of...
A Family Guide To Ohio Medicaid Planning
What is your greatest fear as you age? Studies and surveys on this question abound on the internet and in...
Risks of Joint Tenancy and TOD
Married Couples are not the only ones replying on joint tenancy. It is widely used between friends, life partners, parents,...
Living Trusts: Weighing the Benefits
Chances are, you've already heard a lot about the attributes of a Living Trust in general...
Fiduciary decisions
A critical step in making an estate plan is to identify who will be your fiduciaries. These are the people...
The Trouble With Joint Tenancy
For many Americans coulples,"till death so us apart" also means, "till death do we hold property in joint tenancy."It often...
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...
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...
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...
