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
Does Your Child’s Special Needs Trust Need a Tune-Up? Probably
Remember how satisfying it was setting up a trust for your child with special needs? You named a trustee and a successor trustee, signed the paperwork, and paid the legal bills, and then you rested easy at night knowing you had put a plan in place for your child....
Bill Would Allow All Military Retirees to Name Special Needs Trusts as Beneficiaries of Pension Plans
A bipartisan bill has been introduced in the House of Representatives that fixes a flaw in earlier legislation and would finally allow all veterans to allocate pension payments to their survivors with special needs without fear that the payments will jeopardize the...
Videos
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Events
Estate Planning Class (online)
Attorney Claudia Pringles is back with her popular Estate Planning Class, this year available on ZOOM. .