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.

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Special Valuation Benefits for Farms

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

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Protecting Your Assets with the Limited Liability Company

Are you worried about being sued? Well, you should be. There are 18 million lawsuits in the United States each year. But that isn't the whole story. Have you heard of the "deep pocket" syndrome?...

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Protecting Your Assets with the Family Limited Partnership

Are you worried about being sued? Well, you should be. It is reported that there are 18 million lawsuits in the United States each year. However, that isn't the whole story.

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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.

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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 taxes on your growing nest egg.

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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....

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Asset Protection: Reducing Risk, Promoting Peace of Mind

Every American adult shares a dubious characteristic—each is a walking litigation target. Part of your birthright is that you may be sued at any time, for any reason, and for any amount.