Home > For Clients

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

Dec

Financial Steps to Take if You're Moving Overseas

December 13th, 2018

Americans move overseas for a variety of reasons. Some fall in love with another land while traveling and decide to relocate permanently. Some, on the verge of retirement, believe their savings will last longer and afford them a better standard of li… Read More

Nov

2018 End of Year Tax Planning Tips

November 28th, 2018

Every year, as we prepare to turn the calendar page to December, it’s a good idea to think about what we can do before the end of the year to minimize taxes. This year, with the Tax Cuts and Jobs Act (TCJA) having taken effect on January 1, it&… Read More

Nov

Medicare Open Enrollment for 2019: What You Need to Know

November 21st, 2018

It’s that time of year again! No, not the holidays—Medicare open enrollment. What exactly is Medicare open enrollment? It’s a period each year (October 15-December 7) during which Medicare users have the opportunity to reassess their co… Read More

Read All Blog Posts