The Legacy Planning Blog

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

Latest Insights

What examples of guardianship abuse can require urgent action?
Guardianship is a setup that can protect an individual from endangerment often associated with incapacity. These risks can happen due to the...
Making a Will Can Protect Your Child with Special Needs
For the one in five families who care for children with special needs, estate planning is crucial.  Parents of a child with a...
How Far in Advance Can I Begin My Estate Planning?
You can create your estate plan at any time, but many people choose to begin the process sooner rather than later. Why?...
Key Considerations Around Estate Planning for Expatriates
The United States hosts the highest number of immigrants in the world, but increasingly, Americans say they are looking to relocate permanently...
What Happens to My Leased Car If I Die Before...
After a house, a car is often the second-most valuable piece of property a person owns. About 15–20 percent of new vehicles...
Beware of Unequal Contributions When Purchasing a House
At a time of record home unaffordability, more people are teaming up with friends and relatives to realize the home ownership dream....