Articles & Publications

The Right Retirement Home For You (Or a Family Member)

When it comes to selecting a retirement home, there is no one-size-fits-all solution. Even if you already know the type of elder care facility you want, such as a nursing home or independent living center, you will still have to decide on a specific facility. Here are some tips you can use to make that important decision. Make Two Lists Whether you want to stay in the area or …  read more

April is for Autism Awareness

April is autism awareness month, something that’s important not only for people affected by this disease, but also for those who have little or no experience with it. It’s estimated that autism affects one out of every 88 children in the United States. While parents with autistic children should develop a special needs plan as soon as possible, everyone can benefit by taking some time to …  read more

How Do I Find Out About An Estate?

For many people, the first time they hear about probate court is after a close family member dies and the estate makes its way through the probate process. For these people, as well as for people who may even have some experience with the probate process, the court system can often feel as if it’s a bureaucratic nightmare. But fear not, for the world of probate is so inscrutable if you …  read more

Commonly Asked Questions About Testamentary Trusts

Question 1: What is a testamentary trust? A testamentary trust is one commonly used form of trust, so-named because you create it through the terms of your last will and testament. Unlike a living trust, a testamentary trust is created after you die. Question 2: How do I create a testamentary trust? In order to create a testamentary trust, you will have to provide key …  read more

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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