Special Reports
Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.
FREE ACCESS TO OUR SPECIAL REPORTS
These 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.
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.
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.
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.
This Report is Compliments of
Dean R. Hedeker, Ltd.
. If you would like a hardcopy of this report please email
info@cutyourtax.com
or call
(847) 913-5415
.
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