Forms
FORMS
Ms. Reeder assisted me and my family with some tough issues regarding Medicaid planning for my parents. She is knowledgeable, trustworthy and keeps up to date on relevant laws and regulations in this area. I highly recommend her.
What to bring to your appointment
Long-Term Care Planning Appointment
- List of Current Assets and Beneficiary Designations if Applicable
- List of Current Monthly Income (e.g. pensions, Social Security)
- List of Current Debts (e.g. mortgage, credit cards)
- List of Current Monthly Expenses
- Copy of most recent Estate Planning Documents (e.g. Wills, Powers of Attorney)
- Address Book
- Copy of most recent tax return
- Copy of long term care insurance policy (if any)
- Copy of contract with care facility (if any)
- Geriatric care manager assessment (if any)
- Financial planner assessment (if any)
Estate Planning Appointment
- Estate Planning Questionnaire (if previously completed)
- List of Current Assets and Beneficiary Designations if Applicable
- Copy of most recent Estate Planning Documents (e.g. Wills, Powers of Attorney)
- Address Book