CLIENT BILL PAY

rESOURCES FOR PLANNING FAMILIES

These downloadable documents are free to use as you and your family navigate the advance planning process. 

Checklist Archive

Caregiver Estate Planning Checklist for Older Adults...

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Home Safety Checklist for Aging Adults [NCOA]

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practical Estate planning Checklist for Families

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Initial Dementia Planning Checklist for Caregivers and Families

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Medicaid, Marriage & The Nursing Home Checklist

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Pet Planning Checklist for Your Furry & Four-Legged Companions

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Helpful Research

40% of People Say they Don't have enough to Make a Will

Download File

IRS Finalizes 10-Year RMD Rules for Inherited IRAs

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High School Graduation: A Good Time for Financial Planning

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5 Ways to Update Your Estate Plan after a Gray Divorce

Download File

You’re Invited to Attend this FREE Event

March 24, 2026, 6 PM-7:30 PM

Hosted by Martin Boyd Christian Home

6845 Standifer Gap Rd, Chattanooga, TN, 37421

This free session will cover topics such as wills, powers of attorney, and other key legal considerations as you prepare to make the move to assisted living. Whether you are planning ahead or facing immediate decisions, this event will provide practical guidance and peace of mind.
 
Hors d’oeuvres & refreshments will be served.
CLICK HERE TO REGISTER