The Legacy Planning Blog

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

Latest Insights

Beware of Unequal Contributions When Purchasing a House
Co-Buying a House: Potential Pitfalls of Unequal Contributions Co-buying a house with a friend, relative, or unmarried partner can make homeownership more...
Are You Making Any of These 12 Estate Planning Oversights?
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate...
Estate Planning Truths: Debunking Common Misconceptions
Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and...
How to Make Your Inheritance Last
Receiving an inheritance, whether large or small, often comes with a wide range of emotions, from the grief of losing a loved...
Generation- Skipping Transfer Tax: What it is & Why it...
Most people are familiar with federal income tax because they see it deducted from each paycheck. Other federal taxes, including capital gains...
The True Cost of Inheriting a Home
The United States is in the midst of the largest generational wealth transfer in history. Over the next few decades, baby boomers...