Member Resource

The Legacy
Library

Life event planning guides β€” perfect for starting conversations with clients and educating families on the topics that matter most.

How to use: Click View to open a guide online, or ⬇ Save to download. Share with clients via email or social media. Ensure all files are set to "Anyone with the link" in Google Drive.
46 Guides Available
01🏦Guide
Types Of Reverse Mortgages
Reverse Mortgage
02πŸ“ŠGuide
Valuing Estate Assets
Estate Planning
03πŸ”„Guide
Wealth Replacement Trust
Trusts
04πŸ’‘Guide
What Is The Marital Deduction
Estate Planning
05πŸ“‹Guide
Advance Directives
Life Planning
06βœ…Guide
Advantages Of A Will
Estate Planning
07🏠Guide
Assisted Living
Healthcare
08βš–οΈGuide
Avoiding Probate
Estate Planning
09⚠️Guide
Dying Without A Will
Estate Planning
10🏘️Guide
Continuing Care Communities
Healthcare
11πŸ’°Guide
Costs To Settle An Estate
Estate Planning
12πŸ“Guide
Do I Need A Will
Estate Planning
13πŸ’ΌGuide
Durable Power of Attorney
Life Planning
14πŸ—ΊοΈGuide
Estate Planning Process
Estate Planning
15πŸ”Guide
Estate Analysis Process
Estate Planning
16πŸ›οΈGuide
Estate Probate Process
Estate Planning
17🌳Guide
Generational Skipping Transfer Tax
Estate Planning
18πŸ₯Guide
Healthcare In Retirement
Healthcare
19πŸ“°Guide
Healthcare Reform
Healthcare
20βž•Guide
HECM β€” Advantages & Disadvantages
Reverse Mortgage
21πŸ”’Guide
HECM β€” Loan Amounts
Reverse Mortgage
22πŸ’³Guide
HECM β€” Loan Repayments & Costs
Reverse Mortgage
23πŸ“ˆGuide
Higher Income Medicare Tax Increases
Healthcare
24πŸ‘©β€βš•οΈGuide
Home Healthcare Services
Healthcare
25πŸ”‘Guide
How Property Is Owned
Estate Planning
26πŸ“„Guide
Living Will
Life Planning
27πŸ›‘οΈGuide
Long Term Care Plans
Healthcare
28πŸ“‹Guide
Long Term Care Insurance
Healthcare
29πŸ’Guide
Marital Deduction Property Requirements
Estate Planning
30πŸ₯Guide
Medicaid
Healthcare
31🏨Guide
Nursing Homes
Healthcare
32πŸ‘¨β€πŸ‘©β€πŸ‘§Guide
Per Capita or Per Stirpes
Estate Planning
33⏳Guide
Pay Now Or Pay Later
Estate Planning
34🌐Guide
Qualified Domestic Trust
Trusts
35🏠Guide
Reverse Mortgage
Reverse Mortgage
36⚠️Guide
Reverse Mortgage β€” Caution
Reverse Mortgage
37πŸ€”Guide
Reverse Mortgage β€” Considerations
Reverse Mortgage
38βœ…Guide
Reverse Mortgage β€” Decision
Reverse Mortgage
39βš–οΈGuide
Role Of An Executor
Estate Planning
40πŸ’΅Guide
Social Security β€” Benefits & Taxation
Social Security
41πŸ‘€Guide
Social Security β€” Who & When
Social Security
42πŸ•ŠοΈGuide
Social Security β€” Death & Survivor Benefits
Social Security
43β™ΏGuide
Social Security β€” Disability Benefits
Social Security
44πŸ–οΈGuide
Social Security β€” Retirement Benefits
Social Security
45πŸ‘¨β€πŸ‘©β€πŸ‘¦Guide
Social Security β€” Survivor Facts
Social Security
46♾️Guide
Special Needs Trust
Trusts