The Legacy Planning Blog

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

Latest Insights

A Guide to Leaving Real Estate to Loved Ones (+...
Real estate continues to be a popular investment for individuals and couples. An investment property may also serve as a personal residence....
Coping With More Days of Pandemic Uncertainty
We have vaccines, however the rollout has been slower than expected. COVID-19 is raging throughout many states. So how do we continue...
Third-Party Supplemental Needs Trust
If you want to provide for a loved one with a disability or special needs after your death, care must be taken...
Can you be paid for providing care to an elderly...
Many adult children in Maryland choose to take care of their elderly parents, rather than hiring a caregiver or placing their parent...
When is Medicaid Crisis Planning Appropriate?
Medicaid is a joint federal and state program available to individuals who meet certain asset requirements that help them pay for long-term...
My Loved One Has Died: As an Heir or Beneficiary,...
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive...