Tools & Resources

Essential Resources for Your Practice

Our comprehensive tools and resources provide you a foundation in long-term care planning.  From state-specific rules to our top industry partners, we’re here to help you build a successful practice.

State Resources
With Medicaid rules varying from state to state, it’s vital to have accurate information. View planning figures, annuity rules, and relevant case law for your specific state on our State Resources page.
Case Studies
See our most popular Medicaid planning products and strategies in action with our detailed annuity case studies. Download your complimentary copies today.
Intake Forms & Planning Tools
Use our intake forms and planning tools as resources on your crisis cases. These tools will help you streamline the planning process and provide useful information on Medicaid benefits.
Preferred Partners
We work with some of the most trusted organizations in the industry. Use our preferred partners for additional support in crisis planning and in building your elder law practice.