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The Legacy Planning Blog

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

Latest Insights

HIPAA: An Overview for Young Adults
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting...
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Happy 18th Birthday! Now What?
Congratulations! You are now legally an adult. Although you may not feel any different, from a legal standpoint, a great deal has...
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4 Steps to Stop Mail Addressed to a Deceased Person
Once you have been appointed the executor or personal representative of a deceased loved one’s probate estate, or when you step in...
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Weighing Your Options: Special Needs Trusts vs. ABLE Accounts
A special needs trust (SNT) and an Achieving a Better Life Experience (ABLE) account each provide a tax-free way for people with...
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ABLE Accounts and Special Needs Trusts    
People who have loved ones with disabilities and need a way to save money tax-free often create a special needs trust (SNT)...
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How Do I Create an Estate Plan with an Only...
Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, on average, develop social skills similar...
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