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.
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.
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.
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.
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.
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.
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 Nightmare of Living Probate
For most of our lives the greatest risk to our well-being isn't death. It's the ever-growing likelihood of becoming seriously ill or injured.
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.
To My Dog Lucky, I Leave $10,000
Who will care for your pets if you can no longer do so? If you have a dog, cat or other pet, you know that the unconditional love and affection our pets devote to us improve the quality of our lives in ways nothing else can. Unfortunately, if a pet owner becomes unable to care for his or her pets they often end up living on the street. Thousands of pets are orphaned every year in the United States. To prevent your pets from adding to this sad statistic, you need to plan now for their care in the future.
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.
What Every Senior Should Know About Probate
For Seniors, the debate over Wills versus Probate holds special meaning, because the vast majority of Probate cases revolve around the affairs of those Americans ages 60 and over.
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.
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
Anderson & Bliven P.C.
. If you would like a hardcopy of this report please email
info@anderson-bliven.com
or call
(888) 757-6828 or (406) 755-6828
.