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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

Jun

Sending Your Child to College? Do These Five Things First.

June 20th, 2018

If your child has just graduated high school, you are probably savoring this last summer together before sending your child to college. (Or you may be ticking the days off the calendar and offering to help them pack!) College is the beginning of adul… Read More

Jun

Don't Procrastinate on Your Estate Plan!

June 8th, 2018

There are things in life we need to do, but we often struggle to do them. It’s not that we question their importance, we just keep…putting them off. Everyone procrastinates at some time or other, even when the task is an essential one, wi… Read More

May

Seven Reasons to Hire Your Child to Work for Your Small Business

May 25th, 2018

If you’re a small business owner, you likely embody certain traits: self-motivation, creativity, persistence, and a willingness to work hard. If you are a parent, you probably want your children to acquire those traits, too. One excellent way t… Read More

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