The Legacy Planning Blog

Having an estate plan, even an imperfect one, is usually better than having no plan at all. But an existing plan can...

When a family owns a property with significant financial or emotional value, deciding its future after the owners pass away can be...

The Great Wealth Transfer, a broad term for the largest transfer of wealth from older generations to younger ones through inheritances and...

For many people, cooler weather means it is time to head south. However, estate planning for snowbirds can be a bit tricky...

If you want to pursue organ donation when you die, you have to think about exactly what you want, legally document your...

A parent dies, and something about the paperwork does not sit right—a will change late in life, a trustee who has gone...