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Welcome to our Estate Planning Resource Library

Here we have collected helpful resources for estate planning including anything from how to start an estate plan, to how to best plan for the loss of a loved one, and more. To gain access to these valuable resources simply fill out the form below.

A Consumer’s Guide to Medicaid Planning

The decision to move a family member or loved one into a nursing home is one of the most difficult decisions you can make. This booklet is designed to provide you with information and answers to some questions you are likely to encounter. These are questions, which I, as an elder law attorney and long-term care professional, deal with on a daily basis. Many of our clients have found this guide to be a valuable resource, and I hope you will find it useful, too.

An Estate Plan Overview

We may only get one chance to plan our estates, and how we plan our estates will have a profound impact on our families and the ones we love. Each family has different needs and different concerns. It is important that your estate plan is designed for your particular family situations. Estate planning is a combination of the rational mind that knows what to do with information, and the compassionate mind that teaches and listens. This booklet keeps these principles closely in mind.

Legal Steps to Take Upon the Loss of a Loved One

Please allow me to offer my condolences for the loss of your loved one. Because this can be a traumatic time, I have designed this booklet to serve as a guide. This booklet is designed to assist your family in addressing concerns you may be facing after the death of a loved one. In addition to the checklist contained in this booklet, there are other issues that may be relevant to your situation. Please read each section of this booklet—it may save you a great deal of time, money and aggravation.

The Nuts & Bolts Guide to Veteran’s Benefits

Take an introductory tour of the Special Monthly Pension available for wartime veterans and/or survivor spouses who are age 65 or older, or permanently and totally disabled.

Download a Booklet

All resources are free of charge. Simply fill out the brief form and indicate which booklet you’d like to receive below.

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