The Legacy Planning Blog

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

Latest Insights

Britney Spears: A Cautionary Tale about Conservatorship
Even if you do not listen to pop music, it has been hard to ignore the recent news about Britney Spears, her...
Estate Planning Considerations for the Family Vacation Home
Many families enjoy spending time in their family vacation home. Sharing time and creating memories is the hallmark of such properties, and...
What Is a Separate Revocable Living Trust?
When a couple engages in foundational estate planning, one of the first questions addressed by estate planning attorneys is whether it makes...
How Can Remarriage Affect Your Estate Planning?
Divorce is more common now than it was in the past, as is remarriage. Depending on how long a prior marriage lasted,...
What is Basis, and How Does it Impact My Estate...
“Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is...
When You May Not Be Able to Use a Financial...
Besides directing what happens to your finances when you pass away, a comprehensive estate plan also addresses the possibility that you could...