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Special Reports

Special Needs Planning: A Special Child Requires Special Planning

This report shows why estate planning is important for parents of all children, and especially important for those with children who suffer from a disability. You need this report if you have a special needs family member and want to learn how estate planning can protect the assets you wish to leave them, and ensure that your wishes for their care are fulfilled.


Asset Protection: Reducing Risks & Increasing Peace of Mind

This report shows ways to protect your assets from estate taxes, creditors, and lawsuits through creation of a Children’s Trust, Irrevocable Life Insurance Trust, Family Limited Partnership, Foreign Asset Protection Trust, or a Foreign Asset Protection Trust combined with a Domestic Limited Partnership. You need this report if you desire to protect assets for a beneficiary from creditors, Medicaid, and divorcing spouses.


Living Trusts: Deciding What’s Right for You

This report sets aside certain myths about estate planning, and establishes the true benefits and drawbacks of different types of plans. You need this report if you are considering planning your affairs with a Revocable Living Trust or other type of trust, and are confused about the benefits that the trust will give you.


Legacy Planning: Comprehensive Planning for You and the Ones You Love

This report explores ways you can protect the intangible parts of your estate, like lifetime stories or events, and sentimental pieces of personal property that have little monetary value, but are often the most treasured pieces in an estate. You need this report if you want your estate plan to capture more than just your financial assets.


Do-It Yourself Wills & Trusts: The Dangers of Self-Planning

This report exposes the dangers associated with “do-it-yourself” estate planning. You need this report if you are considering planning your estate with an online or “in-a-box” solution, so you understand the risks involved.


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Three Reports Tell Secrets to Paying for Nursing Home Care

Simply enter your name and email to the right to get
your 3 Free Reports that reveal little known secrets to qualifying for Medicaid without going broke.

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