The Legacy Planning Blog

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

Latest Insights

How to Use a Standalone Retirement Trust (SRT) to Protect...
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones?...
Reviewing and Updating Your Estate Plan after the Death of...
The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...
Including Noncitizens In Your Estate Planning
With our society becoming increasingly mobile and international travel becoming more affordable than ever before, families and family-like relationships have steadily grown...
A Guide to Leaving Real Estate to Loved Ones (+...
Real estate continues to be a popular investment for individuals and couples. An investment property may also serve as a personal residence....
Coping With More Days of Pandemic Uncertainty
We have vaccines, however the rollout has been slower than expected. COVID-19 is raging throughout many states. So how do we continue...
Third-Party Supplemental Needs Trust
If you want to provide for a loved one with a disability or special needs after your death, care must be taken...