Client Forms

New Client Form

Corporation Formation Checklist

Limited Liability Company Formation Checklist

Non-Profit Corporation Formation Checklist

Divorce Questionnaire

Estate Planning Questionnaire - Married

Estate Planning Questionnaire - Single

Probate Questionnaire

Guardianship and Conservatorship Questionnaire

Caregiver Contract Pre-Planning Questionnaire

Employment Questionnaire

Social Security Interview Form

Veteran's Interview Form

Blog Posts

Business and Personal Income Tax Changes
Mar
7
March 7th, 2018
The “Tax Cuts and Jobs Act” was approved by Congress and went into effect on January 1, 2018 making significant changes to business tax and personal income tax starting with the 2018 tax year. For businesses, the maximum corporate tax rate for C… Read More
Update: Lifetime Estate and Gift Tax Exemption Amounts Doubled
Feb
6
February 6th, 2018
As part of the Tax Cut and Jobs Act (the “Act”), passed in December of 2017, the lifetime exemption amount for estate, gift, and generation-skipping taxes was doubled. For 2018, the lifetime exemption amount for estate and gift taxes of $… Read More
Read More Blog Posts
closeClose