The Legacy Planning Blog

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

Latest Insights

Life Estate versus Right of Occupancy Trust: Which Is Right...
Planning for the future of your home can be complicated, especially when you want to ensure that a loved one can continue...
Should I Buy a Home with Someone Other than a...
Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a house...
What is a Medicaid spend-down strategy?
Medicaid provides essential healthcare coverage for low-income individuals, but not everyone qualifies immediately. If your income or assets exceed Medicaid limits, you...
Beware of Trust Scams—and How to Spot Them
Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged...
Money Isn’t Everything in Estate Planning: How to Pass Your...
Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and...
How to Give Real Property to a Loved One at...
A home is often one of the most important assets that people own. Therefore, most people want to stay in their home...