Joint Tenancy

Before the rise of non-probate transfers of real and personal property, as well as  revocable living trusts, the joint tenancy with right of survivorship was a common device used to avoid probate. Probate is undesirable for several reasons. First, probate is...

Do I need a Will or a Trust?

Clients frequently ask “Do I need a will or a trust?” The answer depends on the client’s estate planning goals. For most people, the chief objective of estate planning is avoiding probate. Probate is undesirable for several reasons. First, probate is...