Resources
Information, support, and guidance for every step of your planning journey.
Whether you’re just starting to explore estate planning or navigating a complex special needs situation, we’ve gathered helpful tools to support you and your family. Explore our most popular resources below.
Helpful Links
We’ve compiled a list of trusted organizations and services, many of which support the disability and special needs communities. These include public benefit agencies, advocacy groups, service providers, and planning resources we trust and refer to often.
Blog
Our blog offers practical insights, planning tips, and answers to common questions, from estate planning basics to nuanced issues around special needs trusts and public benefits.
Check out our most recent posts below!
Videos
Prefer to learn by watching? Check out our library of short videos covering common questions, planning strategies, and important updates. It’s like a mini estate planning class, on your schedule.
Estate Planning Gaps: What You’re Probably Not Thinking About
Most people think they’re “done” once they’ve signed their estate plan. But what about the details that come after you’re gone, like trust funding, personal property decisions, or how your child with a disability will inherit?
Webinars
Join us for one of our live webinars or catch a replay. We cover topics like estate planning for families with special needs, planning for parents of minors, protecting public benefits, and more. These sessions are packed with real-world examples and valuable tips.
Newsletter
Our email newsletter includes planning tips, firm updates, upcoming events, and stories from our community. It’s a helpful way to stay connected and informed without being overwhelmed.
Frequently Asked Questions
From details about working with us to questions about different types of trusts, our FAQ page tackles the most common questions we hear from clients, all in plain English.