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Home / Resources / Estate Planning Resources / Estate Planning 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.

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

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 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

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....

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HOWLAND
8600 East Market Street Suite 1
Howland (Warren), Ohio 44484
United States (US)
Phone: (330) 394-1501
Secondary phone: (800) 307-5544

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Tuesday8:30 AM - 5:00 PM
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Closed for lunch from 12:00 pm-1:00 pm

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