Downloads

Home/Downloads
Downloads 2017-05-20T16:43:17+00:00

We have prepared some additional information to assist you in deciding how to best proceed with your estate planning. Please carefully read each section, and if you chose to submit your information to our firm, then please include any specific questions you may have in the “Additional Information or Questions and Comments” section. All documents are in .PDF format and require Adobe Acrobat Reader. (To Download a free version of Adobe Acrobat Reader, please click here.)

Estate Planning Basics Newsletter

Myths of Estate Planning

Revocable Living Trusts

Wills vs. Living Trusts

Simple Will Estate Planning Questionnaire

Planning Workbook Information Podcast (MP3)

If you are interested in obtaining a estate planning assistance, then please download our Questionnaire and call our office at (919) 844-7993.