Resources & Tools

Are you looking for information to help you make the best decisions for your family and loved ones? Here you can find hundreds of articles and guides about estate planning, preparing for long-term care, wills, trusts, medical powers of attorney, and more.

Unsure About What You
Need in an Estate Plan?

Everyone can benefit from estate planning documents, but every situation is different. Figuring out what documents make sense for you can be challenging and confusing. We’ve created this estate planning tool to help you decide.

Tools & Guides

How to Select Your Health Care Agent
Healthcare Agent Brochure 2021​​
Asset Protection Trust 2021​​
The Health Care IQ Test
Special Needs Planning Packet
Veteran's Benefits Handout 2021

This checklist will help you decide who the best person is to speak for you in a medical crisis.

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If you are in a position to make medical decisions for someone else, this guide is for you.
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This booklet describes a legal tool that some Pennsylvania families are using to protect themselves from long-term care costs.
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This short test can give you some sense of how well you have communicated your wishes to your family, health care Agent, or doctor. Consider this a tool to promote better conversation and understanding.
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Considerations for estate planning for parents who have children with special needs.
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This handout provides an overview of the Veteran’s Aid & Attendance program available to pay for long-term care at home, in a nursing facility or a personal care home.
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