The Legacy Planning Blog

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

Latest Insights

It’s Planning Season
To have a successful farm, thoughtful planning must be done every season. Your life is no different. To properly prepare for the...
5 Reasons Uncle Bill May Not Make a Good Trustee
If you have created a trust that you intend to last for decades, selecting the right trustee is critical to ensuring the...
What role does a power of attorney play in Medicaid...
Medicaid planning involves various strategies to protect your assets while qualifying for assistance with healthcare costs. A power of attorney (POA) can...
Do Not Let Your Money and Property Go to the...
Americans tend to bristle when any level of the government meddles in their private lives, especially with their money. Look no further...
4 Tips to Avoid a Will or Trust Contest
Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved...
Where Is the Best Place to Store Your Original Estate...
Estate planning attorneys are often asked where to store estate planning documents— specifically original wills, trusts, powers of attorney, and healthcare directives—for...