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Financial Planning

 

Estate Planning
The MO Protection and Advocacy provides information on several options for estate planning, including trusts, wills, guardianship and federal and state tax consequences.

Joint Tenancy
The MO Bar defines joint tenancy as ownership by two or more people that allows the right of survivorship.  This website explains the various types of tenancy, how it can be created, advantages and limitations of joint tenancy and alternatives.

Life Choices
A publication provided by the Attorney General regarding end-of-life needs, including planning, financial considerations and forms.

Reverse Mortgages
The U.S. Department of Housing and Urban Development explains reverse mortgages, how to qualify and apply.

Transfer on Death Vehicle Titles
The MO Department of Revenue provides information on transferring vehicle titles of deceased persons. Here is the form to use.

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© Copyright 2014 Christine A. Gilsinan.
Disclaimer: The information provided on this website is a public service and is not intended as legal advice. Such advice should be obtained from your personal attorney. The choice of a lawyer is an important decision and should not be based solely upon advertisement.