The Legacy Planning Blog

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

Latest Insights

Questions to Ask When Hiring a Fiduciary
A comprehensive estate plan does more than direct who will receive your money and property after your death. It also provides instructions...
The Invisible Estate: Do Not Let Your Loyalty Points Die...
If cash is king and credit is queen, digital rewards points may just be the wildcard of your household finances. While cash...
When “We’ll Figure It Out” Becomes a Problem
When a parent’s health crisis hits, families often discover that what they thought they had figured out fails to hold up under...
Dorms, Leases, and Liability: The Hidden Risks of a College...
When a child heads off to college, it marks a major milestone on their path to adulthood. For many young adults, campus...
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...