The Legacy Planning Blog

Insights on Estate, Long-Term Care, and Special Needs Planning

Latest Insights

When Helping Out Puts the Roof Over Your Head at...
It is the kind of phone call that keeps parents awake at night. Your daughter is on the line saying, “I need...
Seven Estate Planning Traps Most People Miss—and Seven Questions to...
Think back to how your life was seven years ago. Your family, your finances, your relationships, and even the accounts you use...
The Risks of an Unfinished Estate Plan—and Why You Should...
Planning for the future, especially your own mortality, is never easy. Even when you understand the importance of creating a will or...
Protect Your New Home and Your Loved Ones: Why an...
Buying a home is exciting, whether it is your first time or your latest move. You have most likely worked with a...
3 Estate Planning Steps Every New Homeowner Should Take
Congratulations on your new home. Whether you are officially a first-time homeowner or are leveling up (or scaling back) to a space...
Flying Solo: Why Estate Planning Still Matters and What to...
Estate planning for single people is very important in order to ensure that your wishes are carried out during your life and...