Forms

Form: Funeral Planning Guide

One gift you can give your family is a guide to what you want (and don't want) after you die.…

2 years ago

Form: Special Needs Planning Guide

The key to successful special needs planning is preparing for the day when parents, grandparents, spouses or others are no…

2 years ago

Form: Georgia Conservator’s Return

In Georgia, a Conservator must file an annual return and a final return. The current form appears below. For the…

2 years ago

Form: Patient Liability Worksheet

The worksheet below is not intended as a substitute for legal advice. It requires an understanding of the Medicaid budgeting…

2 years ago

Excel Worksheet to Estimate Effect of Gifting with Offsetting Promissory Note

Gifting is usually a last resort when creating a Medicaid Plan. The reason is gifts trigger a transfer of resources…

2 years ago

Medicaid Transfer Penalty Worksheet

The form below was developed by the Georgia Department of Community Health and is based on Section 2342-11 of the…

2 years ago

Form: Spreadsheet to Evaluate Resources

The spreadsheet included below can be used to help total your countable and exempt resources when evaluating your eligibility for…

3 years ago

Georgia Statutory Advance Directive for Health Care Form

Information regarding health care advance directives is here. The Georgia statutory advance directive for health care is below:

3 years ago

Georgia Statutory Power of Attorney Form

Our page discussing powers or attorney, what they are, (what they are not), and how they are used is here.…

3 years ago