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Here are some forms and newletters 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.

 

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.

 

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.

 

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

 

Medicare

 

Medicaid

 

Penny Wise – Pound Foolish

 

Exploding Life Insurance

 

Arkansas Adopts DRA

Brief discussion of the Deficit Reduction Act, which was signed into law by President Bush on February 8, 2008 and incorporated into Arkansas law on October 1, 2006.  This law drastically changed qualification criterial for Medicaid, which pays for Long Term Care, after you have spent all of you own money.

 

Special Needs Trusts

This newsletter discusses the critical need for planning for individuals with special needs and discusses special needs trusts and life care planning.