Resource Center

A calm place to read, learn, and plan — at your own pace.

Plain-language guides and articles for families thinking about an aging parent, a future plan, a loss, or a loved one who needs extra protection. No rush, no pressure — just answers when you want them.

An open notebook with handwritten notes, a fountain pen, and a small cup of tea on a sunlit wooden desk

Featured family guides

Plain-language guides Sheri shares with families before their first meeting.

Each one is written the way Sheri actually talks — calm, unhurried, and free of legal jargon. Coming soon as downloadable PDFs you can read at your own pace.

Estate Planning · Adults of any age

The Family Estate Planning Checklist

A calm, plain-language guide to the questions worth answering before your first meeting — what to think about, what to gather, and where most families get stuck.

18 pages · PDF Coming soon

Elder Law · Adult children

Caring for an Aging Parent

A field guide for adult children stepping into a caregiving role — finances, legal authority, long-term care options, and how to start hard conversations.

24 pages · PDF Coming soon

Probate · Executors & families

Understanding Probate, Step by Step

What probate actually is, what it involves, and what an executor or family member can expect — written for people walking through it for the first time.

16 pages · PDF Coming soon

Educational articles

Honest answers to the questions families actually ask.

Short, gentle explanations of the topics that come up most often in first conversations — written to help, not to sell.

  • Estate Planning · 6 min read

    When should I start estate planning?

    It’s rarely about age or wealth. A gentle look at the life moments that quietly call for a plan — and why earlier is almost always easier.

    Full article coming soon

  • Guardianship · 8 min read

    Power of attorney vs. guardianship — what’s the difference?

    Two very different paths for stepping in on a loved one’s behalf, explained without legalese, with the trade-offs families actually face.

    Full article coming soon

  • Elder Law · 10 min read

    What the Medicaid five-year lookback really means

    The single most misunderstood piece of long-term care planning, written for families who want the truth without the scare tactics.

    Full article coming soon

  • Probate · 7 min read

    Inheriting from a parent: a calm first 30 days

    A quiet checklist for the first month after losing someone — what needs attention right away, and what can wait.

    Full article coming soon

  • Special Needs · 9 min read

    Special needs trusts, in plain English

    How third-party and first-party trusts actually work, and why even a small inheritance can disrupt benefits without one.

    Full article coming soon

  • Asset Protection · 6 min read

    Should I put my house in my children’s names?

    The short answer is usually no. The longer answer is gentler, more nuanced, and worth reading before making any decisions.

    Full article coming soon

Planning checklists

Quiet checklists for the moments that matter most.

A small set of carefully written checklists Sheri shares with families — the kind you can sit with at your kitchen table and work through at your own pace.

First-Meeting Preparation Checklist

What (if anything) to bring, what to think about, and the gentle questions that help a first conversation begin in the right place.

Downloadable soon

Caregiver’s Quiet Checklist

The legal, financial, and care decisions adult children most often need to consider when stepping into a caregiving role.

Downloadable soon

Executor’s First 90 Days

A calm, step-by-step guide for someone newly responsible for settling a loved one’s estate — what to do, and what can wait.

Downloadable soon

Special Needs Letter of Intent Template

A gentle template for capturing routines, supports, preferences, and the personal details future caregivers need to know.

Downloadable soon

Long-Term Care Planning Worksheet

An honest look at what to think about now, well before care is needed — assets, wishes, family conversations, and timing.

Downloadable soon

Family Conversation Guide

Prompts and language to help adult children, parents, and partners start the conversations most families quietly avoid.

Downloadable soon

Seminars & workshops

Community education, in the same calm voice.

Sheri regularly leads small, unhurried workshops for families, caregivers, and community groups across RI, MA, and CT. They are educational, never promotional — come with questions, leave with clarity.

Ask about upcoming sessions
  • In-person & virtual workshop

    Estate Planning Essentials for RI, MA & CT Families

    A relaxed, no-pressure overview of wills, trusts, powers of attorney, and healthcare directives — designed for adults of any age starting to think about a plan.

  • Community seminar

    Caring for Aging Parents: A Family Conversation

    Practical guidance for adult children walking alongside an aging parent — finances, legal authority, long-term care, and how to start hard conversations.

  • Virtual workshop

    Probate Walked Through, Calmly

    A patient, step-by-step explanation of probate and estate administration — for executors and family members who want to understand the road ahead.

Elder Law Collaborative

A wider network of trusted professionals, when families need more.

Sheri is a member of the Elder Law Collaborative — a quiet network of attorneys, financial advisors, and care professionals who share a deeply human approach to working with older adults and their families. When the right answer for your family lives outside the law office, Sheri has people she trusts to call.

  • Care managers & geriatric care advisors
  • Financial advisors who understand long-term planning
  • Trusted home care & assisted living professionals
  • Tax & accounting professionals familiar with elder law
  • Specialists in disability & benefits planning

Coming to the library

More resources, added quietly over time.

Sheri is gently building this library over time — recorded workshops, short video answers to the questions families ask most, and seasonal planning briefs. Nothing here will ever feel like a content firehose.

Short video answers

Brief, calm video responses to the questions Sheri is asked most often — three to five minutes, no jargon.

Recorded workshops

Past family workshops, lightly edited, so you can watch from home at your own pace.

Seasonal planning briefs

Short, plain-language updates when the law shifts, or when a moment in the year calls for a quiet check-in.

When reading isn’t quite enough

Sometimes the right next step is a quiet conversation.

Read what helps. Leave the rest. And when you’d like a real person to listen and help you think it through, Sheri is here — with no pressure and no obligation.