The Legacy Planning Blog

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

Latest Insights

Limited Impact of Estrangement on Estate Planning
How Estrangement Affects Estate Planning Unfortunately, family rifts sometimes become much more serious than temporary disagreements. The result may be estrangement, which...
Collecting Debts on Behalf of Your Deceased Loved One
People often engage in transactions that result in money being owed to them. They may loan money to a friend or business...
Four Things Your Spouse Should Know Before You Die
It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to...
Should the Trustee of My Trust Be Different During My...
The same person can serve as trustee during your incapacity and after your death, but that is not always the best choice....
Bills and Services to Cancel—and Keep—When a Loved One Dies
Bills and Services to Cancel—or Keep—When a Loved One Dies A loved one’s passing is challenging on many different levels. In addition...