Curated resources organized by the seven topics in the Consumer's Guide to Estate Planning series — recommended articles from Legacy Assurance Plan, professional organizations, government resources, and planning tools.
Top-rated articles reviewed for accuracy, organized by the topics covered in each book of the series.
Find a qualified elder law attorney in your state — specializing in Medicaid planning, long-term care, disability planning, and estate planning.
naela.orgThe largest provider of legally-based advocacy services for people with disabilities in the United States.
ndrn.orgInformation about ABLE accounts — tax-advantaged savings for individuals with disabilities.
ablenrc.orgThe institution that awards the CLU and ChFC designations — verify advisor credentials.
Verify a CLU or ChFCAwards the Certified Fund Specialist (CFS) designation — verify advisor credentials.
Verify a CFSFind your state's Medicaid program, eligibility rules, and contact information.
Contact Your State Medicaid ProgramInformation about SSI, SSDI, representative payee, and disability benefits.
ssa.govFederal estate tax exemptions, gift tax rules, and estate tax filing requirements.
IRS Estate & Gift TaxVerify the background and registration of financial advisors and broker-dealers.
brokercheck.finra.orgA nationwide service connecting older Americans and caregivers with local support resources — including long-term care ombudsman programs.
eldercare.acl.govLearn about hybrid long-term care insurance options that combine life insurance with long-term care benefits — protecting your family and your assets.
Alliance America — Long-Term Care InsuranceComprehensive estate planning services with attorney access, trust funding assistance, and ongoing plan maintenance — membership-based pricing for families at every stage.
View Membership Plans