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Estate Planning

Simplify Your Finances, Simplify Your Life

Swedish death cleaning isn’t morbid — it’s mindful. Simplifying your finances can reduce stress, ease retirement transitions, and help you leave a lasting legacy.

10/27/2025
Equality, Independence, and Future Planning: White Cane Day & Retirement Security

October 15 is Blind Americans Equality Day (White Cane Awareness Day), and this week also marks National Retirement Security Week and National Estate Planning Awareness Week.

10/15/2025
Special Needs Trusts

A Special Needs Trust (SNT) is a legal arrangement designed to provide financial support for a person with disabilities without jeopardizing their eligibility for government benefits like Medicaid or Supplemental Security Income (SSI). It allows assets to be held and managed by a trustee for the benefit of the individual, covering expenses such as medical…

08/18/2025
Wednesday Workshop: Planning for the People You Love

Learn how to create a plan for your loved ones with accessible information on wills, trusts, and beneficiary planning.

05/14/2025
Wednesday Workshop: Plan Today, Protect Tomorrow: Wills 101

Join us for a comprehensive session where we break down the complexities of estate planning into manageable steps. To enjoy this content, simply sign up for a Penny Forward membership. If you’re already a member, just log in using the form below. We’re excited to have you on board! Username or E-mail Password Remember Me…

09/04/2024