The Legacy Planning Blog

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

Latest Insights

Build Back Better Act and Estate Planning Changes
Build Back Better Act and Estate Planning Changes President Biden’s Build Back Better Act (BBBA) has made a significant first step towards...
Notice to Creditors: Understanding the Probate Process
Avoiding probate through legal techniques is a great strategy to save taxes, keep your estate from public proceedings, and avoid the need...
Becoming a Legal Guardian of Person and Property of Your...
Guardianship of an aging parent means acceptance of significant legal responsibility to act and advocate for their care. The duties include a...
5 Costly Estate Plan Mistakes to Avoid
You spend the first half of your adult life trying to achieve financial security and the second half of your life trying...
Understanding the Connection Between Life Insurance and Estate Planning
A common misconception people have about life insurance and estate planning is that they only need to designate their spouse, child, or...
What Is HEMS and Why Is It Included in So...
In the world of estate planning, you may come across the acronym HEMS from time to time. HEMS stands for “health, education,...