Consumer Guides & Tools

Fundamental Estate Planning / Living Trusts
This guide explains your estate planning options and the measures you can take to protect yourself and your family in the event you die or become incapacitated.
Financial Assistance for Long Term Care – Medicaid Planning Guide
This Consumer's Guide to Medicaid Planning is designed to help provide you with information and answers to some of the questions you will encounter when making the decision to move a family member or loved one into a nursing home.
Nursing Home Residents' Rights
The Nursing Home Reform Law was enacted to ensure that nursing home residents "attain or maintain the highest practicable physical, mental, and psychosocial well-being." In addition to this federal act, most states have specifically enacted their own set of regulations governing nursing home residents' rights, and this guide summarizes Minnesota's law.
Living Trust Kit
This kit contains a DVD of our Living Trust seminar. You will find out how to plan our estate to make sure it passes on to your family, how to protect your estate if you become incapacitated, the right and wrong way to leave property to your children, how to plan your estate to minimize federal and Minnesota estate taxes, the advantages and disadvantages of certain trusts and wills, and how to maintain the privacy of your family's personal affairs, and how to protect your children's inheritance from predators and creditors.
Advisor and Document Locator
Give your family the gift of knowledge, knowing who your advisor is and where your important documents are located. This simple 2-page form will allow you to organize all that information in one place.
Elder Care Journey
Summary of the continuum of various health care needs for seniors as they age.