RESOURCES

Welcome to Our Resource Center

Here you'll find a growing collection of tools, guides, and learning materials to help you better understand key legal, planning, and care topics. Whether you're looking to attend a workshop, download a helpful brochure, or watch an educational video, this is your go-to hub.


We believe that informed clients make empowered decisions. Explore the sections below to find what best supports your needs.

An elderly couple is sitting on a couch looking at a laptop computer.

AVAILABLE RESOURCES

Workshops

Live and on-demand sessions on topics like estate planning, elder care, and more.

Brochures & Materials

Downloadable guides, checklists, and reference sheets.

Videos

Short videos and webinar recordings that break down complex topics into everyday language.

Blogs

Explore topics like avoiding probate pitfalls, understanding Medicaid rules, and planning for long-term care.

Plan Ahead to Protect What Matters Most