Estate Planning

Navigating the Estate Planning Process for Families with Special Needs Dependents

Click the link below to download a PDF document of the sample document.

Click the link below to download a PDF document of the sample document.

Click the link below to download a PDF document of the sample document.

Click the link below to download a PDF document of the sample document.

Click the link below to download a PDF document of the sample document.

Click the link below to download a PDF document of the sample document.

Several elements are of paramount concern in thinking about one's future. These elements include:

"If I have a trust do I need a will?"

Joint Tenancy: Joint Tenancy is a method of owning property which enables a person to hold property with one or more other persons in a manner in which the property will be owned by the survivor(s) of the Joint Tenants. Assume a husband and wife hold the title to their house as Joint Tenants [assuming no other state title statutes may apply for this example].

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