Resources
From estate planning, probate, and special needs planning to trustee services, we’re here to help you make educated and informed decisions that are best for you and your loved ones.
Browse our free resources below to learn what you need to know when planning your legacy.
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Articles
Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters
It’s an unfortunate reality that with the increasing number of natural disasters across the country, including fires, floods, and hurricanes, the chance that you could lose your house and possessions has become more likely. In the event of such a calamity, it is...
Medicare to Cover At-Home COVID Tests by Early Spring
Medicare beneficiaries will soon be eligible to obtain up to eight free rapid at-home Covid-19 tests per month, and, unlike their privately insured counterparts, they won’t have to pay for them upfront, the Biden administration has announced. The federal Centers for...
Videos
Guardianship and Shared Decision-Making Webinar
Overview: Are you concerned about a vulnerable loved one who is struggling to manage their own affairs, healthcare, and living situation? Guardianship may be the solution you are seeking. This workshop will cover the legal aspects of the different types of...
Events
Special Needs Planning Workshop (Online)
About this Webinar: Special needs planning is essential to protect and plan for your disabled family member. Even though not having the right plans in place can be a detriment for loved ones with special needs, many...
Special Needs Webinar Series
A series intended to help parents and students make a smooth transition from special education in school to life after high school.