Free Information Kit
The following items can be included in each kit:
- The Living Trust: Your Practical Guide to Estate Planning
22-page booklet covering estate planning, probate avoidance, how trusts protect your assets and death taxes. - Estate Planning Questionnaire
Form to submit for obtaining a free review of your current estate plan. - Complimentary "The Pocket Watch" Newsletter
Sample of our Estate Planning newsletter, containing articles, word puzzle, recipe and a list of Internet resource links. - Do You Qualify for Financial Assistance For Nursing Home Care?
The Consumer's Guide to Medicaid Planning and Division of Assets. - Medicaid Facts and Fallacies
Explains myths and misconceptions associated with Medicaid.