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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

Aug

What You Should Know About Getting Married Later in Life

August 14th, 2018

When you think of newlyweds, you probably imagine a blushing bride and dashing young groom with their whole lives ahead of them: buying a home, having children, building careers, and eventually retiring to enjoy the grandchildren. Finding love and st… Read More

Jul

Discussing Estate Planning With Your Parents

July 26th, 2018

Discussing estate planning with your parents as they age is an uncomfortable prospect. You don’t want to be seen as prying, or worse, as if you’re greedy and want to get your hands on your inheritance. But avoiding the subject in order to… Read More

Jul

Disaster Preparedness: What You Need to Know About Your Homeowners Insurance

July 18th, 2018

Do you have a homeowners insurance policy? Terrific! Do you know exactly what if covers? Probably not. And if you are counting on it to protect you from any one of a variety of natural disasters, you may find out, too late, that your coverage isnR… Read More

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