Part 6 of 12 Facts Every Special Needs Family Must Know About Estate Planning





Fact # 6 – Understand Common Estate Planning techniques.

Everything a person owns at the time of death is called his or her estate. You have the right to decide who will become the owner of your estate after your death. Usually, an estate consists of real estate (called realty or real property), cash, bank accounts, stocks, bonds, and personal property, such as jewelry and automobiles (called personalty or personal property). Effective estate planning ensures that your estate will be distributed in accordance with your wishes after your death and can be a valuable tool in providing for and helping your child.

Shields & Boris has extensive experience developing different options that can be used for accomplishing your purposes. In the following sections we will review some of these options and point out the advantages and disadvantages of each, so that you can think about the ones that best meet your needs before meeting with a planner.



This report is designed to inform families with special needs children about the various kinds of estate plans, suggest the advantages and disadvantages of each, and assist you in identifying the kind of information to gather and share with your lawyer and financial planner.

Call us at 1 800 879 0984 to begin your planning, and gain your peace of mind.
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Elder Law Offices of Shields and Boris
109 VIP Drive
Suite 102
Wexford, PA 15090
Phone: (724) 934-5044
Toll Free: (800) 879-0984

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