Please take time to view the various articles and forms we have provided for you on this page. We hope that these will be beneficial to you to make informed decisions throughout your planning process.

Free Client Seminars

• Seminar I *Rules For Retirement Assets
• Seminar III *Notebook Night-Document Checklist
• *Table of Contents - Notebook
• * Spring 2011 Free Client Seminar

• * 2011 Estate Tax Law Update
• *Advance Care Plan
• Advanced Health Care Directives
• *Appointment of Health Care Agent
• Durable Powers of Attorney for Health Care
• *Emergency Medical Authorization
• *Estate Administration Data Packet
• Executor's Duties
• Guardian's Duties
• Living Will Definition
• *POST Form
• *Practice Tips for Serving Senior Citizens
• Tennessee Health Care Decision Act
• Trustee's Duties
• *Wills and Trusts

* Requires Adobe Acrobat Reader to view document.