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The following resources provide additional information and news that relate to planning for — and meeting — the needs of your family members.

Client Questionnaires
Please complete the applicable questionnaire and bring it with you to your initial consultation. If you have any questions or concerns, please contact our office.

  • Estate Planning – Individual (PDF or Doc)
  • Estate Planning – Married  (PDF or Doc)
  • Long-Term Care – Individual (PDF or Doc)
  • Long-Term Care – Married (PDF or Doc)
  • Probate (PDF or Doc)

Articles of Interest

Explore the following articles and let our office know if you have questions or concerns or if you would like us to direct you to other informative resources of this nature.

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