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The Legacy Planning Blog

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

Latest Insights

What Maryland residents need to know about Medicaid spend down
  Medicaid provides essential healthcare coverage for low-income individuals, including those needing long-term care. However, many Maryland residents find that their income...
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Able Accounts Can Play a Key Role In Special Needs...
Special needs plans that utilize ABLE accounts can enhance quality of life for people with disabilities, offering financial protection while preserving access...
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Funding a Special Needs Trust With a Structured Settlement
Funding a Special Needs Trust With a Structured Settlement If an individual with a disability expects to receive a structured settlement, directing...
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What Conditions Can I Put on My Child’s Inheritance?
You have two primary options for leaving an inheritance to a child. The most straightforward is to give it to them in...
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Special needs guardianship: What parents need to know
When your child with special needs turns 18, they legally become an adult. This transition brings significant changes in their legal status...
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Can I Leave My Spouse Out of My Estate Plan?
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances,...
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