The Legacy Planning Blog

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

Latest Insights

Estate Tax vs Inheritance Tax
Estate tax vs inheritance tax... what's the difference? These two forms of taxation relate to transferring wealth from generation to generation but...
Handling a Loved One’s Digital Footprint After They Die
Most adults have not made a will, let alone created an estate plan addressing their online profiles and accounts (aka their digital...
Are You Single with a Minor Child? If So, You...
You have a minor child who depends on you for their survival, so you need to make sure that they will be...
Why Can’t We Have a Joint Trust If We Are...
Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do...
Mental Health Awareness Month: How an Estate Plan Can Help...
Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions,...
5 Things to Know Before Including a Limited Liability Company...
When it comes to protecting your hard-earned money and property, it is important that you have the right plan, which can include...