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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

Apr

The SECURE Act and Other Changes to Federal Tax Law on the Horizon

April 18th, 2019

Like most Americans, you have probably just breathed a sigh of relief that the tax season is over and your taxes (hopefully) are filed. Thinking ahead to changes in tax law for 2019 and beyond is likely the last thing you want to do right now, but pl… Read More

Apr

Surprising Facts About Aging in America

April 9th, 2019

“Old age isn’t so bad when you consider the alternative.” -Maurice Chevalier Most of us have heard, or made, jokes to this effect: that aging is awful, but at least it’s better than being dead. And The Who (most of whom didn’t get their wis… Read More

Mar

What is Cognitive Screening, and Who Needs It?

March 27th, 2019

What would you say if you found out that your doctor completely skipped a recommended part of your annual wellness visit? If you’re over 65, there’s a pretty good chance that she did. And chances are, you didn’t even notice, much less say anyth… Read More

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