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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

Oct

Medicare Open Enrollment for 2018: What to Watch For

October 18th, 2017

It’s that time of year again: the Medicare open enrollment period for the upcoming year. Let’s take a look at what you can do during this period, which runs from October 15 to December 7, and changes to Medicare open enrollment for 2018,… Read More

Oct

Long-Distance Caregiving: What You Need to Know

October 9th, 2017

Caring for an aging parent is challenging enough when your parent is in your home or a few minutes’ drive away. Unfortunately, the realities of modern life mean that many of us move away from our hometowns for work or education when our parents… Read More

Sep

Nine Apps Seniors Should Know

September 27th, 2017

Just because the first time you used a phone it had a dial and a curly cord, doesn’t mean you don’t know your way around a smartphone. But new apps are being developed every day, and they’re not just for kids. Check out these nine a… Read More

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