850-894-0152 click to call


Find resources here about Elder Law, guardianship, special needs planning, assisting and elderly or disabled loved one, or public benefits.

Download “Care Resource Guide”

Care-Resource-Guide-Updated-Feb-2022.pdf – Downloaded 660 times – 630 KB This handbook of regional care resources is designed to help guide families and caregivers toward services in our community and to assist in navigating the maze of aging, long-term care, and end-of-life care.

Download “Advance Planning Tools” ADVANCE_PLANNING_TOOLS_AT_A_GLANCE.pdf – Downloaded 229 times – 178 B

This document defines common legal terms in the areas of financial tools, health care tools and guardianship.

Download “Letter of Last Instructions” LETTER_OF_LAST_INSTRUCTIONS.doc – Downloaded 273 times – 38 KB

Download this document for use as a guided way to help a personal representative locate important papers, and assist them in determining assets and debts.

Download “My Long Term Care Planning Choices” Planning_Answers.pdf – Downloaded 249 times – 243 KB

A guided document to assist with various long term care planning choices.

Download “Fact Guide for National Trust Training” SSA-Trust-Training-Fact-Guide.pdf – Downloaded 238 times – 182 KB

 This document discusses different aspects involved in a Trust.

Download “Social Security Administration Guide for Representative Payees” Rep_Payee_Guide-SS.pdf – Downloaded 226 times – 408 KB

A representative payee is paid a person’s Social Security or Supplemental Security Income benefits to use on his or her behalf.  This booklet provides basic information on how to be a representative payee.