The Legacy Planning Blog

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

Latest Insights

The Key Players in Special Needs Planning

A quarter of households in the United States include at least one family member with a disability. These families grapple with complex legal and...

The Family Meeting: Not Just for Billionaires

For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm...

Saving for School: Planning for Your Family’s Education

According to the College Board, the average tuition and fees for the 2025–2026 academic year are $11,950 for a four-year in-state public...

ABLE Accounts Can be Used for Housing Without Losing Benefits

Why Housing Creates Benefit Problems — and Why ABLE Is Different Housing is often the single biggest barrier to independence for eligible...

Celebrate Your Life Your Way: How to Make Funerals and...

Many people have a childhood memory of somebody close to them passing away. Whether the deceased was a parent or grandparent, an...

How to Own Your Real Estate

Your real estate encompasses not only your primary residence but also any vacation homes, rental properties, or even vacant land you may...