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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

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...

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