Estate Planning, Simplified
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Are you concerned about your own incapacity due to aging, an injury, or a confirmed diagnosis of dementia or Alzheimer’s? Perhaps you have a loved one who is losing capacity or who is struggling to manage their own affairs due to a cognitive disab...
On-demand
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Tuesday, February 24, 2026 · 11:00 AM ESTSpecial needs planning is essential to protect and plan for your disabled loved one. Even though not having the right plans in place can be a detriment for loved ones with special needs, many families just don’t know where to begin. This workshop ...
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Monday, February 23, 2026 · 4:00 PM ESTTrust Protector: Protecting Vulnerable Beneficiaries of a Special Needs Trust
An often-overlooked role that could be very important for a vulnerable beneficiary is that of a Trust Protector. The Trust Protector is an optional role in a trust, inc...
