Below are some questionnaires which we would ask you to fill out prior to meeting with one of our attorneys. Each is in Adobe Acrobat PDF format.
- General FAQs
- The Paycheck Protection Program
- Real Estate
- Social Security Disability
- Veteran’s Benefits
- Durable Power-of-Attorney
- Estate Planning
- Guardianship: Article 17A
- Guardianship: Article 81
- Health Care Directives
- Trust & Estate Administration
- Trusts
- Last Wills and Testaments
- Medicaid
- Pooled Trusts
- Probate
- IRA Rules and the SECURE ACT
- Protecting the Residence
- Social Security
- Special Needs
- Spousal Rights