The Legacy Planning Blog

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

Latest Insights

What Type of Deed Should I Use When Transferring Real...
When using trusts in estate planning, a key element includes transferring real estate belonging to the trustmaker into the trust by recording...
Medicaid Eligibility for Nursing Home Level of Care
Think again if you thought Medicaid planning only included meeting strict income and asset limits for long-term care coverage. You will also...
Untangling a Tangled Title: Homeownership, Property Deeds, and Estate Planning
Do you really own the home you live in? If you are currently living in a property that you inherited but the...
Qualified Personal Residence Trust: What Is It and When Should...
Americans have enjoyed historically high estate tax exemption rates for most of the last twenty years. Such high exemption amounts have kept...
Build Back Better Act and Estate Planning Changes
Build Back Better Act and Estate Planning Changes President Biden’s Build Back Better Act (BBBA) has made a significant first step towards...
Notice to Creditors: Understanding the Probate Process
Avoiding probate through legal techniques is a great strategy to save taxes, keep your estate from public proceedings, and avoid the need...