Resource Library

Everything you need to know about estate planning in plain English. Covers wills, trusts, powers of attorney, beneficiary designations, and common myths debunked.

A step-by-step guide for parents to evaluate, compare, and select the right guardian for their minor children — key factors, common mistakes, and the guardian vs. trustee distinction.

A comprehensive, printable checklist of every document, account, beneficiary designation, and trust funding step you need for a complete estate plan.

An in-depth look at the racial wealth gap, how estate planning helps close it, and three actionable steps Black families can take today to build generational wealth.

A culturally responsive guide addressing unique needs of Latinx families — multi-generational households, cross-border property, mixed immigration status, and family caregiving.

Five questions to ask every attorney, red flags to watch for, and what to expect from a firm that treats estate planning as a relationship — not a transaction.

The probate process, statutory fees, timeline, and how a living trust avoids all of it. Includes a fee table showing what probate costs at every estate value.

Who speaks for you when you cannot speak for yourself? Learn the difference between financial and healthcare powers of attorney and why every adult needs them.