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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

What Are a Special Needs Trustee’s Record-Keeping Duties?

One of the most important roles in a special needs plan is that of trustee, the person who administers a special needs trust (SNT). Of a trustee’s many responsibilities, record-keeping is perhaps the most crucial. Because the trustee is managing accounts on behalf of...

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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