Resources & Links

Docubank

DocuBank provides hospitals with immediate access to your healthcare directives and emergency information, 24/7/365.

Reading Resources

If you are looking to educate yourself more before doing any estate planning, I recommend looking into some of these books and authors, or going to this site.

Estate Planning Basics Planning with Trusts
Planning for Pets Planning for Same Sex Couples
Guidance for Heirs/ Generation Planning Planning for Special Needs

Estate Planning Basics

Estate Planning For Dummies
by N. Brian Caverly
JK Lasser’s New Rules for Estate and Tax Planning by Stewart H. Welch III, Harold Apolinsky and  Craig Stephens

Planning with Trusts

Understanding Living Trusts: How You Can Avoid Probate, Save Taxes and Enjoy Peace of Mind by Vickie Schumacher

Planning for Pets

All My Children Wear Fur Coats by Peggy R. Hoyt Our pets are loved family members. We worry about them, just like our children. For all these reasons, and so many more, you should explore all the alternatives for planning for your pet’s future without you and for your future without your pet.

Planning for Same Sex Couples

Estate Planning for Same-Sex Couples by Joan M. Burda
Loving Without a License – An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners Peggy R. Hoyt and Candace M. Pollock

Guidance for Heirs/ Generation Planning

Family Wealth–Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations by James E. Hughes Jr.
Parlay Your IRA into a Family Fortune: 3 EASY STEPS for creating a lifetime supply of tax-deferred, even tax-free, wealth for you and your family by Ed Slott
Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy O. Williams

Planning for Special Needs


The Special Needs Planning Guide: How to Prepare for Every Stage in Your Child’s Life

by John W. Nadworny and Cynthia R. Haddad