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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.

15 Common Reasons To Do Estate Planning
15 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.

Dangers of Do-It-Yourself Wills and Living Trusts
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 familys future, we must take stock of who we are, what our goals are, and how we want our estate distributed.

Estate Planning with Individual Retirement Accounts
Estate Planning with Individual Retirement Accounts

At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring taxes on your growing nest egg.

Living Trusts: Calculating the Benefits
Living Trusts: Calculating the Benefits

Chances are youve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and protecting privacy.

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 for every contingency. That’s why a crucial first step in this entire process should be a consultation with an estate planning attorney.

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 want to deal with is the business of settling your loved ones final affairs. But, if you are a potential executor, its one of those things that must be done, and its not as horrible as you may have feared.

Set The Stage for Medi-Cal Eligibility
Set The Stage for Medi-Cal 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 Trouble of Joint Tenancy
The Trouble of 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.

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 or parent who created the trust prior to passing on.

Where There’s a Will, There’s a Probate
Where There’s a Will, There’s a 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.

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The Hayes Law Firm
729 Mission St. #300
South Pasadena, CA 91030
Phone: (626) 403-2292
Fax: (626) 403-2299
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Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

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The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

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