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
Do I need a Financial Advisor and a Lawyer for Estate Planning?
Many individuals have a financial advisor, estate planning attorney, and a CPA. Each profession performs its own role, and it is useful to know which lane each occupies. For instance, a lawyer should not give investment advice and a financial advisor should not give...
What is Undue Influence?
Undue Influence is when someone pressures another in such a way that the person being influenced is not acting by their own free will; they are being coerced into taking a certain action. Undue influence often arises when a friend family member falls ill. ...
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
Estate Planning Workshop
(in-person or Zoom) Attorney Claudia I. Pringles addresses key questions and concerns seniors should keep in mind as they plan for their futures, and for transferring responsibility to their loved ones, friends, or professionals. Attorney Pringles will focus on the...
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...