Downloadable Resources

Checklist of Immediate Actions When Faced with the Death of a Loved One This checklist is designed to enable you, the person named as the “Successor Trustee” in someone’s Living Trust, to handle the affairs of the Trust when the Trustor is an unmarried individual, or a widow or widower (and is now the second…

Kids Protection Planning Guide Inside you will learn the 9 simple steps your should take to ensure that your kids are always protected.

7 Common Estate Planning Questions and Their Answers Estate planning, with or without a lawyer, can be a little overwhelming. In my practice, I see several questions that come up again and again.