The Legacy Planning Blog

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

Latest Insights

Enriching Life with a Third-Party Special Needs Trust
A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for needs-based government...
Caution: Using a DIY Deed to Avoid Probate Can Lead...
Rights of Survivorship and the Risks of Using a DIY Deed One common way to avoid probate for real estate is to...
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...