Free Resources

Free Resources2019-05-29T15:02:02-07:00

REPORTS


Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.

GET ACCESS TO OUR FREE RESOURCES

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 any report to download the detailed PDF.

7 Things You Need to Know Before Choosing a Nursing Home

7 Things You Need to Know Before Choosing a Nursing Home

Placing a spouse or a parent in a nursing home is likely one of the most difficult decisions…

15 Common Reasons to Do Estate Planning

15 Common Reasons to Do Estate Planning

You don’t have to be a millionaire to benefit from an estate plan. Reasons to create an estate plan…

A Nursing Home Resident’s Rights

A Nursing Home Resident’s Rights

The transition to life in a nursing home can be a difficult one, both for the nursing home resident and for his or her family members…

Advanced Health Care Directives

Advanced Health Care Directives

As citizens of a culture that worships youth, most of us find it nearly impossible to admit our own mortality…

Aid & Attendance- Special Care Pensions for Wartime Veteran

Aid & Attendance- Special Care Pensions for Wartime Veteran

While many people are unaware it exists, the Veterans Administration (VA) Aid & Attendance Special Pension…

Are Your Bank Accounts Safe?

Are Your Bank Accounts Safe?

Are you concerned about the safety of your bank accounts? If so, your fears are justified. Early in 2008…

Asset Protection - Reducing Risk, Promoting Peace of Mind

Asset Protection – Reducing Risk, Promoting Peace of Mind

Every American adult shares a dubious characteristic—each is a walking litigation target. Part of…

Beware of Living Trust Scare Tactics!

Beware of Living Trust Scare Tactics!

While most people know they should have some sort of estate plan in place, many procrastinate because…

Charity Begins at Home

Charity Begins at Home

Americans are some of the most generous givers on the face of the planet. They reach into their pockets…

Creating a Lasting Legacy

Creating a Lasting Legacy

If you’re like most people you probably just want an estate plan to give your estate to whom you want…

Estate Planning Basics for Families with Young Children

Estate Planning Basics for Families with Young Children

When you hold your newborn child for the first time, you instinctively protect them from harm, handling their fragile frame…

Estate Planning With IRAs

Estate Planning With IRAs

At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way…

Funeral Planning

Funeral Planning

As citizens of a culture that worships youth, most of us find it nearly impossible to admit our own mortality…

Gay and Lesbian Couples Face Special Challenges in Estate Planning

Gay and Lesbian Couples Face Special Challenges in Estate Planning

The last thirty years have seen breathtaking changes on the way to marriage equality. For decades…

Grandparents’ Guide to Second Generation Planning

Grandparents’ Guide to Second Generation Planning

One morning you wake up and ask yourself, “Where has the time gone?” Your babies are now adults…

Living Trusts - Calculating the Benefits

Living Trusts – Calculating the Benefits

Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal…

Living With Alzheimer’s

Living With Alzheimer’s

An Alzheimer’s diagnosis can be overwhelming. It opens up a new world of medical jargon, treatments…

Planning It Right the Second Time Around

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…

Probate - An Executor’s Role and Responsibilities

Probate – An Executor’s Role and Responsibilities

The passing of someone close to you is a difficult and emotionally draining time. The last thing you likely…

Probate - A process Not a Problem

Probate – A process Not a Problem

Anyone who has had a close friend or relative pass away has probably heard of probate, the process…

Protecting Your Assets with the Family Limited Partnership

Protecting Your Assets with the Family Limited Partnership

Are you worried about being sued? Well, you should be. Lawsuits continue to rise each year. However…

Protecting Your Assets with the Limited Liability Company

Protecting Your Assets with the Limited Liability Company

Are you worried about being sued? Well, you should be. Lawsuits continue to rise each year. But that isn’t…

Putting on the Brakes - How to Help Older Drivers

Putting on the Brakes – How to Help Older Drivers

Karen had been concerned about her father’s driving for quite a while, but she was hesitant to say anything…

Should You Trust Your Estate Plan

Should You Trust Your Estate Plan

Michael Crichton is one of the bestselling authors and screenwriters of all time. His estate was worth…

The Alzheimer’s Survival Guide for Caregivers

The Alzheimer’s Survival Guide for Caregivers

The job of caring for someone with Alzheimer’s can be one of the hardest you’ll ever have. It’s a never-ending…

The Impact of Divorce on Your Estate Plan

The Impact of Divorce on Your Estate Plan

The unhappy truth about marriage is that about half1 of them end in divorce each year. If you’re married…

The Nightmare of Living Probate

The Nightmare of Living Probate

As Carolyn Henderson1 anxiously watched her husband’s flickering vital signs on the Intensive…

The Trouble With Joint Tenancy

The Trouble With Joint Tenancy

Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems…

The Truth About Elder Abuse

The Truth About Elder Abuse

Imagine this: You are physically frail, and you have to rely on other people for help with the most basic daily tasks…

To My Lucky Dog - Pet Trusts

To My Lucky Dog – Pet Trusts

If you have a dog, cat or other pet, you know that the unconditional love and affection our pets devote to…

Trust-Administration - Prior Planning Prevents Problems

Trust-Administration – Prior Planning Prevents Problems

Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse…

What Every Senior Should Know About Probate

What Every Senior Should Know About Probate

Want to see two groups who make the Republicans and Democrats look like one big, happy family?…

Where There’s a Will, There’s Probate

Where There’s a Will, There’s Probate

Would you like to know the intimate details of Jacqueline Kennedy Onassis’ life? You don’t have to read her story…

Your Life, Your Final Say

Your Life, Your Final Say

By now, most of America is familiar with the tragic events of Terri Schiavo’s life. No matter how you may feel…

Free Reports

Please signup to get the free reports file.

We will not spam, rent, or sell your information...

HOW I WORK

Let’s find out how can I work with you

If you are interested in becoming a client, you can contact Bridget Mackay Law Office at

707-769-9975