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 II *Estate Planning Overall Update
• Seminar III *Notebook Night-Document Checklist
• *Table of Contents - Notebook

• *2010 Estate Tax Repeal
• *Advance Care Plan
• Advanced Health Care Directives
• *Appointment of Health Care Agent
• Durable Powers of Attorney for Health Care
• *Emergency Medical Authorization
• Executor's Duties
• Guardian's Duties
• Living Will Definition
• *POST Form
• *Practice Tips for Serving Senior Citizens
• Tax Schedule
• Tennessee Health Care Decision Act
• Trustee's Duties
• *Wills and Trusts

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