Elder Care Resources
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.
Medicaid Planning Questionnaire – Single
This form can be used when planning for singles.
Medicaid Planning Questionnaire – Married
This form can be used when planning for Medicaid for married couples.
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.
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.
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.
EP102 – Probate
Part 2 / 3 part series on Estate Planning Topics. This newsletter discusses the Probate process.
EP103 – Revocable Living Trusts
Part 3 / 3 part series on Estate Planning Topics. This newsletter discusses a few facts about Revocable Living Trusts.
Power of Attorney vs. Guardianships
We commonly have clients ask us questions about Powers of Attorney and Guardianships, this newsletter is devoted to that.
Necessary Planning Documents
What Documents Do I Need?
FDIC Insurance for Revocable Living Trusts
Penny Wise – Pound Foolish