The Legacy Planning Blog

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

Latest Insights

How much Maryland income disqualifies you for SSI?
If you’re in Maryland and planning to apply for Supplemental Security Income (SSI), or if you’re currently on SSI, you should be...
Want to Leave Your Retirement Account to Your Minor Child?...
A retirement account may be one of your most valuable assets. It is natural to consider naming your children as beneficiaries so...
What Is the Effect of an Unrecorded Deed?
A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another...
Taxes and Special Needs Trusts
Families who care for a loved one with special needs or a disability will often create and fund a special needs trust....
Legal Options for People with Special Needs (and the Families...
The Americans with Disabilities Act (ADA) provides support and empowerment to people with special needs and disabilities. More options for individuals and...
A Comparison of Special Needs Trusts and ABLE Accounts
A special needs trust (SNT) and an Achieving a Better Life Experience account (ABLE) provide a tax-free way to save money for...