Free Resources
Free Informational Guides – Click to Download
Forms & Checklists
Estate Planning Questionnaire (Married Couple)
Estate Planning Questionnaire (Individual)
Long Term Care Planning Questionnaire (Married Couple)
Long Term Care Planning Questionnaire (Individual)
Trust Administration Questionnaire
Estate Administration Questionnaire
Calculators & Helpful Links
Estate & Tax Planning
Required Minimum Distribution Calculator
Elder Law
Long Term Care – Cost of Care Calculator
Social Security Retirement Estimator
Alzheimer’s and Dementia Caregiver Center
National Association of Professional Geriatric Care Managers
Medicare.gov Nursing Home Compare Tool
Probate & Trust Administration
Probate Inventory Fee Calculator
U.S Social Security Administration Survivors Planner
IRS Frequently Asked Questions about Estate Taxes
U.S. Department of Labor Consumer Info on Retirement Plans, Benefits and Savings
Special Reports & Key Figures
VA Improved Pension Benefits Rates (2015)
Webinars
Medicaid Rule Update: Payments to Caregivers Cause Medicaid Ineligibility
Medicaid Rule Update: Payments to Caregivers Cause Medicaid Ineligibility