The Legacy Planning Blog

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

Latest Insights

Considerations Before You Head South for the Winter
For many people, cooler weather means it is time to head south. However, estate planning for snowbirds can be a bit tricky...
How Do I Donate My Organs When I Die?
If you want to pursue organ donation when you die, you have to think about exactly what you want, legally document your...
Before You Go to Court Over an Estate: What the...
A parent dies, and something about the paperwork does not sit right—a will change late in life, a trustee who has gone...
Making Sense of Per Stirpes, by Representation, and Per Capita...
“That’s not fair!” is a common child’s refrain as they advocate for themselves or express what they feel to be unjust. This...
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...