Here are questionnaires that help Roskoph Associates become familiar with your estate:

Estate Planning Questionnaire - Married (MS Word, 55K)
Estate Planning Questionnaire - Single (MS Word, 55K)

These websites may be helpful in dealing with specific issues:

Legal Research
www.callaw.com
www.law.cornell.edu
www.savingforcollege.com
www.irs.ustreas.gov
www.ssa.gov


Forms Links
www.ftb.ca.gov
www.ss.ca.gov
www.irs.ustreas.gov
www.courtinfo.ca.gov


Charitable Planning
www.eastbaycf.org
www.cfsv.org
www.giftlaw.com (membership required)
www.pgdc.net (membership required)


General Information
www.martindale.com
www.cnn.com
money.cnn.com