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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

Five Really Major Dangers of Required Minimum Distributions

June 18th, 2019

If you have an Individual Retirement Account (IRA), you are probably familiar with the term Required Minimum Distribution (RMD). Most people know they have to take RMDs starting at a given age, but they may be a little fuzzy on the details—and that… Read More

Jun

The Medicaid Child Caretaker Exception

June 10th, 2019

As you age, there’s an increasing chance that you may need long-term care in a nursing home or other facility. When you do, there’s also a chance you may need the help of Medicaid to pay for it; most people can’t afford to bear the high cost of… Read More

May

Should You Convert Your IRA to a Roth?

May 28th, 2019

Prior to 2010, only taxpayers with an adjusted gross income (AGI) of less than $100,000 had the ability to convert their non-deductible or deductible Individual Retirement Accounts (IRAs) to a Roth IRA. In 2010, however, Congress extended that option… Read More

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