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Free Resources

Veterans Benefits

• 2015 Pension Benefit Figures
• Proposed Changes to the VA Pension Eligibility Rules
• Veterans Service Pension Benefits and Pending Legislation

Special Needs Issues

• Updates in the Special Needs Planning Area
• The Able Act: A New Tool for the Special Needs Community
• Practical Tips for Special Needs Planning
• Special Needs Trusts: The Current Law and Pending Legislation
• Planning for Disability – The Good, The Bad and The Necessary

Long-term Care Planning

• Staggering Cost of Dementia
• Helping Families Deal with the Financial Costs of Dementia
• Why We Fail to Plan For Long-Term Care
• Affordable Care Act: How It Impacts our Senior Population
• Overview of Long Term Care Options
• Going Broke In A Nursing Home
• The Value of Using Irrevocable Trusts in Medicaid Planning
• The Top 10 Benefits of a Comprehensive Power of Attorney
• The Importance of Planning Early

Social Security

• Understanding Social Security Survivor Benefits