The Legacy Planning Blog

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

Latest Insights

What You Should Know about Life Insurance in Estate Planning

An estate plan may look perfect on paper—until your heirs need cash quickly. Life insurance can be a powerful tool for addressing...

What Happens When You Put a Mortgaged Home into a...

Land trusts are often associated with conservation projects and nonprofits that preserve land for community use or affordable housing. But in estate...

Avoiding Estate Planning Pitfalls When Family Lives Out of State

Today, many families are scattered across the country, with parents living in one state and children in another. Physical distance can introduce...

Marital Agreements Versus Wills and Trusts: Which Do You Need?

If you are entering a marriage or remarriage with significant assets, children from a prior relationship, business interests, inherited property, or a...

Estate Planning After Remarriage

You may not be able to choose the family you are born into, but you can choose the family you build through...

Estate Planning for Schoolteachers: How Your Benefits Come into Play

As a teacher, you do far more than teach lessons. You manage a classroom, mentor students, and juggle a busy schedule—often while...