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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

Nov

Five Ways Small Business Owners Can Lower Taxes

November 25th, 2019

Most people who become small business owners do so because they have a great idea, service, or product that they want to share. If you are a small business owner, you probably know a lot about the subject matter of your business, whether that’… Read More

Nov

Is Your Medical Information Safe in the Cloud?

November 19th, 2019

You may not have read about it in the news, but Google has partnered with Ascension, one of the largest nonprofit health systems in the country. The Catholic hospital system operates in over 20 states, and accumulates a great deal of patient data, wh… Read More

Nov

What's the Difference Between an ABLE Account and a Special Needs Trust?

November 15th, 2019

If you have a child, grandchild, or other loved one with special needs, you may be concerned about their financial well-being when you are no longer around to help provide for them. They may not be able to manage their own finances, so you may be wor… Read More

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