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Estate Planning | Asset Protection Planning | Wills, POAs, Trusts | Special Needs Planning (24 Resources)

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Estate Planning | Asset Protection Planning | Wills, POAs & Trusts Resources:

Booklet: Estate Planning Basics

Guide: Durable Powers of Attorney

Guide: Advanced Directives for Healthcare

Guide: Trust & Estate Planning Primer

Guide: Trustee Duties & Responsibilities

Guide: Using Professional Trustees

Brochure: Estate Planning and Probate

Brochure: Durable Powers of Attorney

Brochure: Planning for Health Care Decision Making

Brochure: Living Trusts

Checklist: What Issues Should I Consider Before I Update My Estate Plan?

Checklist: What Issues Should I Consider When Reviewing My Estate Planning Documents?

Medicaid & Asset Protection Planning:

Guide: Nursing Home & Medicaid Planning

Booklet: Understanding Medicaid

Brochure: Medicaid

Special Needs Planning:

Guide: Special Needs Trust Planning

Checklist: What Issues Should I Consider For My Child With Special Needs?

Brochure: Questions & Answers When Looking For An Elder and Special Needs Law Attorney

Tax Planning:

Guide: Federal Estate Taxes

Guide: Life Insurance Trusts

Guide: Charitable Remainder Trusts

Aging Parent Issues & Elder Law Attorneys:

Guide: Questions to Ask an Aging Parent

Checklist: What Issues Should I Consider For My Aging Parents?

Brochure: Questions & Answers When Looking For An Elder and Special Needs Law Attorney

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