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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

Apr

Three Advantages of Health Savings Accounts You Might Not Know About

April 16th, 2018

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out-of-pocket medical expenses and your deductible for a high-deductible health insurance plan. But what if your HSA could do even more for you? Let̵… Read More

Apr

Do You Have to Update Your Estate Plan With the New Tax Law?

April 5th, 2018

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is the potential for an impact on estate planning. Many people devise an estate plan with the intention of minimizing taxes, so it stands to reason that… Read More

Mar

Tax Basis and Your Estate Plan

March 28th, 2018

When preparing your estate plan, you may have multiple goals. You want to provide for your loved ones. You may want to avoid probate, if at all possible. And you almost certainly want to avoid your heirs and beneficiaries having to pay unnecessary t… Read More

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