The Legacy Planning Blog

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

Latest Insights

Marital Agreements Versus Wills and Trusts: Which Do You Need?
If you are entering a marriage or remarriage with significant assets, children from a prior relationship, business interests, inherited property, or a...
Estate Planning After Remarriage
You may not be able to choose the family you are born into, but you can choose the family you build through...
Estate Planning for Schoolteachers: How Your Benefits Come into Play
As a teacher, you do far more than teach lessons. You manage a classroom, mentor students, and juggle a busy schedule—often while...
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...