The Legacy Planning Blog

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

Latest Insights

Why You May Still Have to Open a Legal Probate...
Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker....
Proper Estate Planning Reduces Probate Issues
Probate is a legal process that happens after someone dies. While probate can be complex, lengthy, and expensive, proper estate planning can...
How much Maryland income disqualifies you for SSI?
If you’re in Maryland and planning to apply for Supplemental Security Income (SSI), or if you’re currently on SSI, you should be...
Want to Leave Your Retirement Account to Your Minor Child?...
A retirement account may be one of your most valuable assets. It is natural to consider naming your children as beneficiaries so...
What Is the Effect of an Unrecorded Deed?
A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another...
Taxes and Special Needs Trusts
Families who care for a loved one with special needs or a disability will often create and fund a special needs trust....