Special Reports
Aid & Attendance: Special Care Pensions for Wartime Veterans
This report shows the qualifications necessary to receive Veterans Administration Aid and Attendance Special Pension in addition to monthly pension and Social Security benefits. You need this report to be informed on who qualifies, how to apply, and the benefits that can be received.
Are Your Bank Accounts Safe FDIC Insurance
This report shows reveals how a Revocable Living Trust can help protect more of your assets by increasing the assets protected by the FDIC insurance. You need this report if your assets exceed the $250,000 FDIC limits and you do not want to spread your funds among several different banks.
A Special Child Needs Special Planning
This report shows why estate planning is important for parents of all children, and especially important for those with children who suffer from a disability. You need this report if you have a special needs family member and want to learn how estate planning can protect the assets you wish to leave them, and ensure that your wishes for their care are fulfilled.
Asset Protection: Reducing Risk, Promoting Peace of Mind
This report shows ways to protect your assets from estate taxes, creditors, and lawsuits through creation of a Children’s Trust, Irrevocable Life Insurance Trust, Family Limited Partnership, Foreign Asset Protection Trust, or a Foreign Asset Protection Trust combined with a Domestic Limited Partnership. You need this report if you desire to protect assets for a beneficiary from creditors, Medicaid, and divorcing spouses.
Beware of Living Trust Scare Tactics
This report sets aside certain myths about estate planning, and establishes the true benefits and drawbacks of different types of plans. You need this report if you are considering planning your affairs with a Revocable Living Trust or other type of trust, and are confused about the benefits that the trust will give you.
Charity Begins at Home: The Charitable Remainder Trust
This report explains the benefits of a Charitable Remainder Trust. You need this report if you wish to leave assets to a charity, but want to retain lifetime income for yourself or a loved one.
Creating a Lasting Legacy: The Best Things in Life Aren’t Things
This report explores ways you can protect the intangible parts of your estate, like lifetime stories or events, and sentimental pieces of personal property that have little monetary value, but are often the most treasured pieces in an estate. You need this report if you want your estate plan to capture more than just your financial assets.
Dangers of Do-It-Yourself Wills and Living Trusts
This report exposes the dangers associated with “do-it-yourself” estate planning. You need this report if you are considering planning your estate with an online or “in-a-box” solution, so you understand the risks involved.
Estate Planning Basics For Families With Young Children
This report explores the basic planning considerations for families with young children. You need this report if you have young children that need to be provided for in the event of your death.
Estate Planning with Individual Retirement Accounts (IRAs)
This report explains how retirement accounts are treated in an estate and gives solutions for treatment of these assets. You need this report if you have a significant IRA or 401(k) account and want to ensure that it is handled according to your wishes without triggering unnecessary income taxes prematurely.
Family Farm: The Next Generation
This report discusses the risks to family farmers, and ways to protect the farm assets for future generations. You need this report if you have a family farm or ranch and desire that is be passed in a fair manner to future generations in your family.
Family Wealth Trust: Calculating the Benefits
This report describes a new holistic approach to planning estates known as the Family Wealth Trust. You need this report if you are interested in passing down all of your assets, both tangible and intangible, to your family and other loved ones in when you want, in the way you want, and without unnecessary delay or taxes.
Finding the Right Estate Planning Firm
This report discusses some of the things that everyone should consider when hiring a lawyer to plan their estate. You need this report if you are considering estate planning and want to ensure that the lawyer you are speaking with is the person best suited to handle your estate.
Fifteen Common Reasons to do Estate Planning
This report explores 15 different reasons that it is important to plan an estate. You need this report if you are thinking that your affairs are already in order and you don’t need a formal estate plan.
Funeral Planning: Options for You and Your Family
This report explores ways for pre-funding a funeral and other expenses associated with death. You need this report if you are considering funding a pre-paid funeral and want to know all of the different options available.
Getting the Most Out of Your Life Insurance: The Irrevocable Life Insurance Trust
This report explains how life insurance is treated in the estate of the policy owner, and explores ways that the insurance policy can be removed from the estate. You need this report if you think that you may have a taxable estate when you die, and you already own life insurance on your life, or you are looking for the most efficient way to pay the estate tax.
Grandparent’s Guide to Second Generation Planning
This report explains the generation skipping transfer tax and explores ways that a grandparent can benefit grandchildren without incurring this extra tax on their estate. You need this report if you are considering leaving large gifts to grandchildren or later generations.
Keeping Up With the Ever Changing Estate Tax
This report contains an update on the estate tax and the changes that congress currently has on the books. You need this report if you are concerned that your heirs may be required to pay estate taxes at your death, and you would like to explore ways to avoid or minimize them.
Living Trusts: Calculating the Benefits
This report outlines many benefits of doing estate planning through a revocable living trust. You need this report if you are planning your estate and are trying to decide whether to use a will or a trust to attain your planning objectives.
Paying Nursing Home Care: A Guide to Medicaid Planning
This report outlines the qualifications for Medicaid, and explores some ways for planning in order to preserve assets. You need this report if you are concerned about a loved one going into a nursing home and want them to avoid spending everything they have in order to qualify for Medicaid.
Peace Of Mind: Planning For All Of Life’s Contingencies
This report looks at all of the documents necessary for a complete estate plan. You need to this report if you are considering planning your estate but think that a will is all that you need.
Planning It Right the Second Time Around
This report looks at planning in the context of a second marriage. You need this report if you or your spouse were previously married and have assets or children from the prior marriage.
Probate: A Process, Not a Problem
This report explores the probate process. You need this report if you have been named as the executor or administrator of an estate and want of a better understanding of what will be expected of you in that role.
Probate: An Executor’s Role and Responsibilities
This report describes the legal responsibilities of an executor. You need this report if you have been named executor of the state and have questions about your role.
Protecting Your Assets with the Family Limited Partnership
This report explains Family Limited Partnerships and ways that it can be used to deter unjustified lawsuits and protect against creditors. You need this report if you currently own business assets that you would like to protect from creditors, keep in the family, and to retain control of during your lifetime.
Protecting Your Assets with the Limited Liability Company
This report discusses the LLC and ways it can be used in your estate planning. You need this report if you currently own business assets that you would like to protect from creditors, keep in the family, and retain control of during your lifetime.
Set the Stage for Medicaid Eligibility
This report explains the importance of incapacity planning and shows how language in a Trust can allow a Trustee to handle planning and sign documents to help an incapacitated person receive Medicaid. You need this report if you want to ensure that the people you have appointed receive all the power necessary to protect and preserve your assets for your care, and can protect your children’s inheritance, should you ever require long-term skilled nursing care.
The Nightmare of Living Probate
This report discusses the dangers associated with Conservatorship and an ignored Power of Attorney if you become mentally incapacitated, and explores the benefits of protecting yourself with a Revocable Living Trust. You need this report if you are considering estate planning and plan on relying on a power of attorney to manage your affairs during your incapacity.
The Trouble with Joint Tenancy
This report explains how joint tenancy operates upon the death of a co-owner. You need this report if you intend to plan your estate through use of joint tenancy with rights of survivorship, so you will be fully informed of the benefits and risks of this planning tool.
To My Dog Lucky, I Leave $10,000
This report discusses ways of providing for family pets and other animals upon your death. You need this report if you have family pets that you want to ensure are provided for and protected following your death.
Trust Administration: Prior Planning Prevents Problems
This report explains the trust to ministration process. You need to this report if you have been named as a successor trustee to a trust.
What Every Senior Should Know About Probate
This report explains the probate process. You need to this report if you do not fully understand or have concerns about the probate process so that you can make informed decisions about planning your estate.
Where There’s A Will, There’s Probate
This report explains the role of a will in the probate process. You need this report if it is your understanding that if you have a Will your estate will not be required to be probated.
Your Life, Your Final Say
This report discusses the opportunities available in planning and controlling your affairs after your death, either through a will or a trust. You need this report if you want some say as to how your affairs are handled once you are deceased.
