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Here are some forms and newletters which are available for you to download. If you are working with our firm, you may have been directed to this page to download a form to fill out prior to our meeting. If you have any doubt, just call.
If you just need information, feel free to download any Newsletter listed here from our Newsletter archive.
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Personal Information Form
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This is the general information form that needs to be completed and mailed or faxed to us prior to your first appointment.
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This is the general asset information form that needs to be completed and mailed or faxed to us prior to your first appointment. We what types of assets and how much in each category so we will be able to adquately assist you. Don't worry, this information is completely confidential.
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EP101 - Last Will & Testament
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Part 1 / 3 part series on Estate Planning Topics. This newsletter discusses the pros and cons of having a Last Will & Testament.
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Part 2 / 3 part series on Estate Planning Topics. This newsletter discusses the Probate process.
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EP103 - Revocable Living Trusts
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Part 3 / 3 part series on Estate Planning Topics. This newsletter discusses a few facts about Revocable Living Trusts.
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Brief discussion of the Deficit Reduction Act, which was signed into law by President Bush on February 8, 2008 and incorporated into Arkansas law on October 1, 2006. This law drastically changed qualification criterial for Medicaid, which pays for Long Term Care, after you have spent all of you own money.
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This newsletter discusses the critical need for planning for individuals with special needs and discusses special needs trusts and life care planning.
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