Resources & Library
Legal guides, downloadable templates, and regulatory updates to help you understand and plan your estate.
Complete Guide to Writing Your Will
Step-by-step walkthrough of creating a legally valid will, including witness requirements and common pitfalls.
Revocable vs. Irrevocable Trusts: What You Need to Know
Detailed comparison of trust types, their tax implications, and which one suits your estate planning goals.
Power of Attorney Checklist
Comprehensive checklist covering all decisions to make when designating healthcare and financial powers of attorney.
2026 Estate Tax Threshold Updates
Key changes to federal and state estate tax exemptions effective January 2026.
Business Succession Planning Workbook
Interactive workbook to map out leadership transitions, buy-sell triggers, and valuation methods.
Living Trust Setup Template
Fillable template with instructions for establishing a basic revocable living trust.
Beneficiary Designation Audit Guide
How to review and align beneficiary designations across all financial accounts with your estate plan.
Medicaid Planning & Asset Protection
Strategies for protecting assets while maintaining eligibility for Medicaid long-term care benefits.
SECURE Act 2.0: Impact on Inherited IRAs
How recent legislation changes required minimum distributions for inherited retirement accounts.
Family Limited Partnership Guide
Using FLPs for estate tax reduction, asset protection, and centralized family asset management.
Healthcare Directive Template
State-compliant advance healthcare directive template with instructions for medical wishes.
Digital Estate Planning: Protecting Online Assets
How to include digital assets, social media accounts, and cryptocurrency in your estate plan.