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Three Things You Can Do Now to Better Prepare During COVID-19 Pandemic

This is a challenging time. There are many things that are out of our control. But there are some things we can do to help us be prepared — both for ourselves and the people we care about.

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Essential Planning Guides

Survivors Guide: Financial & Legal Document Organizer

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Helpful Hints for South Florida Seniors

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Estate Planning: Passing on Your Values and Valuables

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Caregiving Planning & Resources

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The Conversation Project: Helping People Talk About Their End-of-Life Wishes

Your Conversation Starter Kit

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Your Conversation Starter Kit: For Families and Loved Ones of People with Alzheimer's Disease or Other Forms of Dementia 

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How to Choose a Health Care Proxy & How to Be a Health Care Proxy

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Focus on LGBTQ

Helpful Hints for LGBTQ Seniors

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Create Your Care Plan: An LGBT Person's Guide to Preparing for Medical Procedures

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Prepare to Care: A Planning Guide for Caregivers in the LGBT Community

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Caregiving in the LGBT Community

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At-A-Glance Charts

The SECURE Act: The New Retirement Rules

The SECURE Act is the biggest retirement-related legislation in over a decade. New savings and tax planning opportunities demand everyone’s attention. Download this easy-to-understand chart that outlines changes to your 401(k), IRA, taxes, as well as new support for parents and those dealing with student loan debt.

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