Planning Links

Here are some web resources on wealth planning and nonprofit organizations.

Don't forget to bookmark us and come back often to keep up with the rapidly changing financial terrain.


WealthCounsel, a national network of estate planning attorneys

National Network of Estate Planning Attorneys

EPICOR (Estate Planning Institute of Collaborative Resources)

National Association of Elderlaw Attorneys

Martindale-Hubbell, a searchable listing of lawyers


Exempt Organization Search (Pub 78)

Guidestar, a comprehensive database of information about nonprofit organizations

National Association of Professional Geriatric Care Managers

Medicare.gov - Nursing Home Compare Page

Nursing Homes Certification & Compliance Page


Friends Life Care at Home®, a health care delivery service that allows you to stay in your home as you grow older

Foulkeways at Gwynedd, a Pennsylvania retirement community based on Quaker values

Philadelphia Yearly Meeting of Friends (Quakers)

Gwynedd Monthly Meeting of Friends (Quakers)

The Bach Festival of Philadelphia, our local Bach organization

The Global Bach Community, an organization devoted to linking and supporting local Bach organizations worldwide

Southeastern Pennsylvania Symphony Orchestra, in which Sam plays third violin

APLD (Association of Professional Landscape Designers)

Dartmouth Lawyers' Association