- TV/Video Appearances
- Talk Show Interview
- Legacy Stories: A no-cost service for our clients
- Evan Farr being interviewed on the radio
- Long-Term Care Insurer Directory
- Helpful Links
- Multiple Sclerosis Resources
- Social Security Disability Resources
- Virginia’s Long-Term Care Ombudsman Program
- Should I Hire a Geriatric Care Manager or a Patient Advocate?
- Virginia Local Ombudsman Information
- Geriatric Care Managers
- Geriatric Physicians
- Long-term Care Conversation
- Loss of a Loved One
- Medical Planning Stress Reduction Tool
- Nursing Home Survival Guide
- Nursing Home Evaluation Tool
- Resources for Attorneys
- Senior Housing Locator
- Auxiliary Grant Facility Locator
- Trusted Referrals
- Virginia and National Nursing Home Resources
- Docubank
- Lifetime Protection Program
- Medicare Appeals
- List of States that have Adopted Uniform Trust Code
- IRS General Information Letter on Annuities owned by Grantor Trust
- IRS PLR 9316018 stating that Annuity owned by Grantor Trust is owned by a “Natural Person”
- IRS Form 1041 – 2020 with Grantor Trust Stamp and Fillable Grantor Trust Statement / Letter
- Virginia AG Opinion on Life Estates and Real Estate Tax Exemption
- Financial Planning Disclosure and Authorization – PPA
- Insurance Disclosure and Authorization – RetireMinting
- PPA and Insurance Disclosure
- Level 4 Checklist
- Long-Term Care Directive
- Binder – Table of Contents – Tax Tables