Monthly Newsletters

We share important and timely estate and special needs planning news in our newsletters.  Our goal is to keep you informed of important information that may pertain to your business, estate or tax planning needs.  Our most recent monthly publications are available below. 

Screen Shot 2022-09-07 at 1.18.55 PM.png


Representative Payee Handbook

RRPG Workplace Giving Program

Two New Vlogs

Upcoming Programs

Screen Shot 2022-05-31 at 11.06.44 AM.png

June 2022

Does Medicaid/Medicare Travel With You?

Planning for Grandchildren

STABLE Accounts and Trusts

Screen Shot 2022-08-02 at 2.28.16 PM.png

August 2022

RRPG Benefits Timeline

Meet Zayne Harshaw

Learn Your Parent's Plan

Client Corner

Screen Shot 2022-05-03 at 10.27.11 AM.png

May 2022

RRPG Vacation Destination Guide

May We Help

May Program Lineup

Bridgeway Academy

July News.png

July 2022

Alpinist Attorneys

Guardianship Rule Changes

Medicaid Waiver Changes

Upcoming Programs

Screen Shot 2022-04-01 at 9.37.44 AM.png

april 2022

Exciting Announcements

Financial Updates

Peeps or No Peeps?