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
Three Steps to Choosing a Guardian for Your Child with Special Needs
Preparing a comprehensive estate plan to protect a child with special needs can be an emotional roller coaster. On the one hand, parents should be relieved that they are taking steps to guarantee that their child will be well cared for after they are gone. On the...
Thousands of SSI Participants Accused of Owning Property That Isn’t Theirs
In March 2018, the Social Security Administration (SSA) had a nasty surprise for Teresa Sims, a woman with disabilities who lives in a group home in Minnesota’s Twin Cities. The agency informed her by letter that she would no longer be receiving the...
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.