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

Housing Considerations for Adults with Special Needs

Affordable, safe housing is one of the most crucial aspects of a person’s life, especially if that person has a disability. Parents and guardians must plan for this as early as possible to make sure their loved one has a secure and appropriate living situation long...

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

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