The Legacy Planning Blog

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

Latest Insights

What Can I Not Do as Trustmaker and Trustee of...
Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an...
What Happens to An Adult Child Living at Home When...
Today more young adults are living at home with their parents than at any time since the 1940s. While there are many...
Who Will Care for Your Child When You Cannot?
As a parent, you are responsible for the care of your minor child. In most circumstances, this means getting them ready for...
What to Do When a Disability Throws Your Estate Plan...
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a...
Intrafamily Loans and How They Work
An intrafamily loan is a financial arrangement in which one family member lends money to another. These loans are often made from...
Are Pensions Treated the Same in Your Estate Plan as...
The first private pension plan in the United States was established in the late 1800s. Through 1980, nearly 40 percent of Americans...