Special Reports
Special Reports are written on topics that effect various aspects of estate planning and the laws that govern it.
FREE ACCESS TO OUR SPECIAL REPORTSThese 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. |
A Special Child Needs Special Planning
While planning for the care of a special needs child certainly tops the list of emotionally-charged topics, the peace of mind parents gain from a well-designed estate plan is immeasurable.
Are Your Bank Accounts Safe? FDIC Insurance Can Cover You – With the Right Planning
This report informs the reader of what FDIC actually is and explains the basic coverage FDIC offers. The report focuses on how to maximize your FDIC coverage, with the right planning. Any concerns the reader might feel regarding the safety of their bank accounts, due to the large prediction of bank failures, are addressed.
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.
Charity Begins at Home: The Charitable Remainder Trust
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. The Charitable Remainder Trust is one of the most popular ways Americans can donate to their favorite cause while doing good for themselves and their families.
Congress Repealed the Estate Tax or Did They?
On May 26, 2001 both houses of Congress passed the Economic Growth and Tax Relief Reconciliation Act of 2001, ("the Act") and President Bush signed it shortly thereafter. This report explores the nuances of the new Act and reveals what the changes in the law really mean.
Creating a Lasting Legacy: The Best Things in Life Aren't Things
Traditional Estate Planning can certainly address legal technicalities and basic financial concerns, but most people want to pass on much more than just financial assets. Legacy Wealth Planning is a revolutionary approach that helps to plan for the monetary and emotional aspects of death. In other words, it helps to minimize the effects of your death on your family, and ensures your legacy lives on through those you love.
Estate Planning with Individual Retirement Accounts (IRA's)
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. Unfortunately, that simple idea becomes one of the most complex areas of estate planning once IRS rules are applied.
Funeral Planning: Options for You and Your Family
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. This report will help you begin this important process in advance and reveal options available for planning.
Getting The Most Out of Your Life Insurance: The Irrevocable Life Insurance Trust
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.
Peace Of Mind: Planning For All Of Life's Contingencies
As citizens of a culture that worships youth, most of us find it nearly impossible to admit our own mortality, much less make plans for that eventuality. Denial, however, offers no protection from the inevitable. And, as it turns out, we have far more to gain than to lose by sitting down in advance to plan for every contingency life may throw at us. To help you begin this important process, here are the essential items that should be on your list of basic estate planning objectives.
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 why a crucial first step in this entire process should be a consultation with an estate planning attorney.
Probate: A Process, Not a Problem
While often maligned as a headache, in reality probate offers a solid legal framework with advantages for those who have properly prepared prior to death and who have retained skilled legal counsel. Court oversight at every step, complete control of creditor claims, and the provision of a legal forum for complaints are important features of probate that are often overlooked. At its heart, probate is a process, and like any process, if one steps back, takes an overview of the procedures involved, breaks the whole into manageable parts, and works with qualified legal assistance, the end can usually be reached quickly, efficiently and economically.
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. Have you ever heard of the "deep pocket" syndrome? The deep pocket syndrome means that the person claiming to have been harmed files a suit against anyone even marginally connected with the incident.
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? The deep pocket syndrome is where the person who claims to have been harmed files suit against anyone who is even marginally connected with the incident.
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 yourself. The type of care could range from simple tasks like buying groceries, paying bills, and handling financial matters to more important decisions such as selling real estate or gifting assets to your children.
The Impact of Divorce on Your Estate Plan
This report can help familiarize you with some important concepts about being prepared for divorce, should it come your way.
The Trouble with 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 find out.
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 passing on. It comes during a very emotional time, and often brings with it difficult and complex financial and family issues. The task of reviewing the trust and finding and valuing the assets of a recently deceased family member can be daunting, as can be the complexities of estate tax law. What is important to remember for anyone administering a trust is that there is a definite process to follow, and resources to assist you as you assume this new role.
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.
This Report is Compliments of
Augulis Law Firm
. If you would like a hardcopy of this report please email
alan@augulislawfirm.com
or call
(908) 222-8803
.
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