Free Resources

Free FAQ about the eligibility rules for medical need, income, assets, transfers as well as common myths  about medicaid.

Veterans aid & attendance is a tax free direct deposit, benefit that reimburses Honorably discharged Wartime vets or widows of vets for out of pocket medical expenses.

Many families make the mistake of only planning for death. The truth is your family needs your documents to work best while you are alive but unable to manage your financial and medical affairs yourself due to disability.

Learn the top 5 mistakes families make when designing your estate planning documents. 

Free Checklist of items to use and tasks to do to help avoid unnecessary costs and delays a probate would entail.