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
Disabled Individuals May Be Eligible for Student Loan Forgiveness
If you are totally and permanently disabled, you may qualify for a total and permanent disability (TPD) discharge of your federal student loans or TEACH Grant service obligation. If you receive a TPD discharge, you will no longer be required to repay your loans or...
Leaving an IRA to a Special Needs Trust is Easier Than Before
The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by "stretching" distributions over many years. However, an exception to the new rules potentially changes...
Videos
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Events
Estate Planning Class (online)
Attorney Claudia Pringles is back with her popular Estate Planning Class, this year available on ZOOM. .