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
Uber Ordered to Pay Blind Woman $1.1 Million for Drivers’ Discriminatory Practices
A San Francisco arbitrator has ordered Uber to pay $1.1 million to a blind woman with a service dog for the rideshare giant’s violations of the Americans with Disabilities Act (ADA) through its failure to properly train its drivers. The award, which is believed to be...
Beneficiary Designations: What Could Possibly Go Wrong?
You are a planner. You’ve met with your estate planning attorney to make sure your wishes are documented and to minimize the headaches associated with probate for your survivors. You’ve also met with your financial advisor to make sure your financial goals are on...
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.