The Legacy Planning Blog

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

Latest Insights

Have You Checked Your Beneficiary Designations Lately?
You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked the beneficiary...
Are My Business Succession Planning Documents Relevant to My Estate...
Studies consistently find that only about 25–35 percent of Americans have an estate plan, a shockingly low rate when you consider that,...
Will My Revocable Living Trust Avoid Probate? It Depends.
If you have established a revocable living trust (which we will refer to simply as a trust), congratulations! You are on the...
How to Choose a Conservator for Yourself
 Every day we make hundreds of decisions for ourselves—from what to eat for breakfast to where to vacation. However, what happens if...
Should Your Child’s Guardian and Trustee Be the Same Person?
If you have overheard any estate planning discussions, you have likely heard the words “guardian” or “trustee.” In estate planning, deciding who...
Do It Now: Name a Guardian for Your Minor Children
We know it is difficult, even horrific, to imagine someone else raising your children. However, you must consider who you would choose...