Client Forms

New Client Form

Estate Planning Questionnaire - Married

Estate Planning Questionnaire - Single

LLC Formation Checklist

Corporation Formation Checklist

Non-Profit Corporation Formation Checklist

Divorce Questionnaire

Probate Questionnaire

Guardianship and Conservatorship Questionnaire

Caregiver Contract Pre-Planning Questionnaire

Employment Questionnaire

Social Security Interview Form

Veteran's Interview Form

2018 - 2019 Business and Personal Legal Planning Guide

Blog Posts

Marital Deduction Trusts
Apr
25
April 25th, 2019
Marital deduction trusts used to be a very popular estate planning tool for married couples whose gross estate would potentially be subject to federal estate tax. Such trusts allowed married persons to effectively double the federal estate tax exclus… Read More
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

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