We like to work with people who take proactive steps in helping us create a customized plan for their loved ones. In the future, watch this page for videos, articles, and other ways you can learn more about effective estate planning processes.

In the meantime:

• subscribe to our weekly email newsletter about estate planning and elder law or

• explore our YouTube channel

• check out our Newsletter Archives or

• download one of our free reports or resources…

12 Reasons Not to Give Your House or Property to Your Kids

Medicaid Planning Report – You Don’t Have to “Spend Down”

“Special Stuff” List and Planning Worksheet: Avoid Family Battles and Share Your Story