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For Clients

Forms & Checklists

Estate Administration Questionnaire

Estate Planning Questionnaire (Married Couple)

Estate Planning Questionnaire (Individual)

Guardianship Questionnaire

Long Term Care Planning Questionnaire (Married Couple)

Long Term Care Planning Questionnaire (Individual)

Personal Affairs Organizer

Trust Administration Questionnaire

Recent Blog Posts

Aug

What is Sundowner's Syndrome?

August 16th, 2019

You may have heard the term “sundowning” or “sundowner’s syndrome” in connection with patients who have Alzheimer’s disease or other forms of dementia. If you are a caregiver for someone with dementia, you may be f… Read More

Aug

The Top Four Money Mistakes College Students Make (and How to Avoid Them)

August 7th, 2019

College is a time of learning and exploration—and traditionally, living on very little money. That makes it all the more important for college students to preserve the resources they do have. Unfortunately, it can be easy for college students to ge… Read More

Jul

Top Three Things You Can Do to Protect Your Unmarried Partner

July 30th, 2019

Plenty of people live together in committed relationships without getting married. The reasons vary widely. Some people say they “don’t need a piece of paper” to feel married, and that may be true. But whatever your reason for not marrying, the… Read More

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