Downloads

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SPECIAL REPORTS

Elder Care Resources

HELPFUL DOWNLOADS

Here are some ELDER CARE RESOURCES (forms and newsletters) which are available for you to download. If you are working with our firm, you may have been directed to this page to download a form to fill out prior to our meeting. If you have any doubt, just call.

Forms

Medicaid Planning Questionnaire – Single

This form can be used when planning for singles.

Click Here

Medicaid Planning Questionnaire – Married

This form can be used when planning for Medicaid for married couples.

Click Here

Personal Information Form

This is the general information form that needs to be completed and mailed or faxed to us prior to your first appointment.

Click Here

Asset Information Form

This is the general asset information form that needs to be completed and mailed or faxed to us prior to your first appointment. We what types of assets and how much in each category so we will be able to adquately assist you. Don’t worry, this information is completely confidential.

Click Here

Articles

EP101 – Last Will & Testament

Part 1 / 3 part series on Estate Planning Topics. This newsletter discusses the pros and cons of having a Last Will & Testament.

Click Here

EP102 – Probate

Part 2 / 3 part series on Estate Planning Topics. This newsletter discusses the Probate process.

Click Here

EP103 – Revocable Living Trusts

Part 3 / 3 part series on Estate Planning Topics. This newsletter discusses a few facts about Revocable Living Trusts.

Click Here

Power of Attorney vs. Guardianships

We commonly have clients ask us questions about Powers of Attorney and Guardianships, this newsletter is devoted to that.

Click Here

Necessary Planning Documents

Click Here

What Documents Do I Need?

Click Here

FDIC Insurance for Revocable Living Trusts

Click Here

Medicare

Click Here

Medicaid

Click Here

Penny Wise – Pound Foolish

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