The Legacy Planning Blog

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

Latest Insights

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...
Can Someone Else Pay for My Estate Plan?
Estate planning is not just for the wealthy. Every adult should have an estate plan, yet surprisingly, most Americans do not. The...
Isn’t There Already a Law That Leaves Everything to My...
You may think that if you die while you are married, everything you own will automatically go to your spouse and children....
The Perils of Joint Property
People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member....
Pros and Cons of Naming Many Residuary Beneficiaries in a...
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and...