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.

Charity Begins at Home

Americans are some of the most generous givers on the face of the planet. They reach into their pockets and take out their checkbooks on behalf of others more often than any other industrialized nation.

Family Farm: The Next Generation

A humorous take on how families pass on businesses, such as family farms, is reflected in this quip: Avenge your children; give them equal shares in your business.

Funeral Planning

For surviving family members, the hours and days following a loved one’s death is no time for weighty decisions. For many Americans, however, this will be the first time they think about the preparations for their loved one’s funeral.

Getting The Most Out of Your Life Insurance

If you own life insurance, congratulations. Sadly, most of us put off this critical element in our family's financial planning, which may have devastating consequences on the loved ones left behind.

GRANDPARENTS’ GUIDE TO SECOND GENERATION PLANNING

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.

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 business of settling your loved one’s final affairs. But, if you are a potential executor, it’s one of those things that must be done, and it’s not as horrible as you may have feared.

Special Benefits for Farms

This report describes the estate tax valuation benefits available to owners of farms or other business real property.

To My Dog Lucky

Who will care for your pets if you can no longer do so? If you have a dog, cat or other pet, you know that the unconditional love and affection our pets devote to us improve the quality of our lives in ways nothing else can.

Your Life, Your Final Say

Terri Schiavo’s voice can still be heard, just in a different manner than before. Want to make sure you have the final say in your life? This report will tell you how the proper estate planning tools can guarantee that your end-of-life decisions are carried out.