Long-term Care / Medicaid Planning
For Long-Term Care/Medicaid planning conferences, use this document list and one of these Questionnaires:
Planning for Persons with Disabilities
For planning for Person(s) w/ Disabilities (for yourself or a family member), use this document list and Special Needs Questionnaire:
Other Estate Planning
For other Estate Planning, please bring documents and other information that may be needed to provide us a summary of your assets and income. Also bring any documents about which you may have questions or that you think we might need to review to advise you, such as current wills, trusts and powers of attorney. An example of documents to bring is below. No questionnaire to fill out ahead of the conference.