The Legacy Planning Blog

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

Latest Insights

Changes to the FAFSA Form (and What It Means for...
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option....
Paying for Long-Term Care
According to findings, the US Department of Health and Human Services (HHS) cites that almost seventy percent of retirees in America will...
Pour-Over Will: Not Your Average Will
Wills and trusts are the two basic legal instruments that people use to pass accounts and property on to their loved ones...
Medicaid Gifts and Penalties
Medicaid is a federal/state program helping low-income seniors with limited income and assets afford healthcare and long-term care. Many seniors believe their...
QTIP Trusts: Will My Spouse Get What They Need?
A qualified terminable interest property (QTIP) trust is an estate planning tool that married couples can use to minimize uncertainty about the...
What to know about 529 plans in Maryland
529 plans are a highly common method of reducing taxes at both the state and federal levels. However, Maryland residents who are...