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.

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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.

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Special Needs Planning: A Special Child Requires 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.

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Asset Protection: Reducing Risks & Increasing 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.

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Living Trusts: Deciding What’s Right for You

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.

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Legacy Planning: Comprehensive Planning for You and the Ones You Love

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.

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Do-It Yourself Wills & Trusts: The Dangers of Self-Planning

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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