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Estate Tax
Probate & Non-Probate Assets
Wills
Durable Power of Attorney
Medicaid
Income Tax: Step-Up In Basis
Gift Taxes
Titling Your Assets
Living Trusts
Avoiding Probate Court
Living Will &
Healthcare
Power of Attorney
Organizer of Information, Document Locations, and Funeral Arrangements
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There are many factors involved with planning of an estate when someone is going into the nursing home. If it becomes clear that someone will need a nursing home at some point in time (i.e. early Alzheimer’s), it is best to see an attorney well versed in eldercare and Medicaid laws in advance of occupancy in a nursing facility.
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To learn more about
Planning Your Estate
Contact Us to Schedule a Visit
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This form provides a place to record important information that will be useful to those who are handling your affairs should you become incompetent or die.
This is not a legal document, so it is not legally binding. It does not require witnessing or other formalities for your signature. The form can be changed or altered as you wish, or have additional pages attached to it. Once completed, it should be kept with your other important papers.
Download a printable (PDF) version of this form.
You will need Adobe Acrobat Reader to view it.
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