The Legacy Planning Blog

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

Latest Insights

Who Should Be the Trustee of a Third-Party Special Needs...
Family members with special needs may require assistance throughout their lives. If you want to ensure that a loved one with a...
Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can...
When people think about estate planning, they usually focus on who will receive their money and property when they pass away and...
What Is a Residuary Clause and Why Is It Important?
When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be...
What Happens to Real Estate With a Mortgage When I...
Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has...
I’m a Survivor . . . and Now I Have...
Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust...
Testamentary Trusts: The Best of Both Worlds?
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust...