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Special Reports

Within Special Reports you will find in-depth analysis of particular topics which you may find helpful to you regarding estate, tax and elder law topics. Please click on the Special Report title to open the Special Report.

Trust, Estate and Tax Planning

Baby Boomer (and near-Boomer) Checklist

Will v. Trust - What is best for you?

Asset Protection Trust

Outright v. In-Trust Distribution to Heirs

The Qualified Personal Residence Trust

Special Needs Trust (SNT)

Baby Boomer Estate and Financial Planning Guide

Second Marriages - A planning dilemma

When can I retire? What are the common mistakes to avoid.

Planning for Parents - 10 Things you need to discuss now!

When Should I Review My Estate Plan?

Advance Directives

Long-Term Care Planning

Introduction to the Achieving a Better Life Experience (Able) Act of 2014

2024 Medicaid Long-Term Care Planning Guide

Checklist for Moving to an Assisted or Skilled Care Facility

Community Spouse Planning Considerations

Myths About Medicaid

Elder Law

Guardianship and Conservatorship

What is Elder Law?

Your Rights at a Skilled Nursing Home

Prepare Your Bucket List!

Trust and Estate Administration

What to Expect in a Probate Proceeding

10 Important Reminders for a Personal Representative

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