The Legacy Planning Blog

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

Latest Insights

Estate Planning Truths: Debunking Common Misconceptions
Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and...
How to Make Your Inheritance Last
Receiving an inheritance, whether large or small, often comes with a wide range of emotions, from the grief of losing a loved...
Generation- Skipping Transfer Tax: What it is & Why it...
Most people are familiar with federal income tax because they see it deducted from each paycheck. Other federal taxes, including capital gains...
The True Cost of Inheriting a Home
The United States is in the midst of the largest generational wealth transfer in history. Over the next few decades, baby boomers...
Trust Funding: Setting Your Trustee Up for Success
A revocable living trust can be a valuable estate planning tool. It can help ensure that your finances remain well managed if...
Why a Trust for Your Child Should Mature with Your...
From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, carefully...