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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

Using "Incentive Trusts" to Control From Beyond the Grave

October 11th, 2018

“Control from beyond the grave.” It sounds likes something out of an episode of the Twilight Zone or Tales from the Crypt. While the phrase may sound spooky, it is something many people try to achieve using incentive trusts. Incentive t… Read More

Sep

Benefits of Having a 529 Plan

September 25th, 2018

You have probably heard of so-called “529 plans,” even if you haven’t looked into getting one. If you have children or grandchildren whose education is important to you, though, you may want to investigate 529 plans to help ensure t… Read More

Sep

The Big Surprise in Aretha Franklin's Estate

September 17th, 2018

Aretha Franklin, who died last month at the age of 76 after battling pancreatic cancer for years, will forever be the undisputed Queen of Soul. Unfortunately for her heirs, despite her long illness and having trusted attorneys on retainer, she had no… Read More

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