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. |
Aid & Attendance: Special Care Pensions for Wartime Veterans
If you or your loved one is a wartime Veteran in need of daily assistance due to any disabling medical condition you may qualify for monetary benefits from the Veterans Administration’s Aid & Attendance Special Pension.
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.
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.
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 we are, what our goals are, and how we want our estate distributed. With the easy availability of do-it-yourself Wills and Living Trusts, it can be all too tempting to take care of your estate plan-ning needs yourself, rather than pay, what may seem like high fees, to an estate planning attorney.
Family Farm: The Next Generation
A humorous take on how families pass on businesses, such as family farms, is reflected in this quip: Avenge your children; give them equal shares in your business. Certainly, what can seem like a generous, wonderful thing can be rife with conflict and imbalance, if you don't take steps to implement the appropriate legal framework.
Family Wealth Trust: Calculating the Benefits
Our firm has found that looking after these financial assets is only a part of planning for passing on your legacy. Typically speaking, non-financial assets are more valued and often omitted when passing an estate to future generations. Focusing on complete “legacy planning” causes something more than a simple or bare bones Living Trust to be needed by most families. We put this special report together to further delve into what a Family Wealth Trust can do for you and your family.
Fifteen 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 will manage your affairs after your pass away. These are all important matters that should not be ignored.
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.
Gay & Lesbian Couples Face Special Challenges in Estate Planning
In this report, you'll learn why the right to privacy and personal control over health care issues and distribution of assets are key reasons for gay and lesbian couples to consider a Living Trust as their estate planning vehicle of choice.
Where There's a Will, There's 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 and Living Trusts.
This Report is Compliments of
Purcell & Amen, L.L.C.
. If you would like a hardcopy of this report please email
webmaster@yourestatematters.com
or call
(314) 966-8077
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