The Legacy Planning Blog

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

Latest Insights

How Raising a Grandchild Changes the Estate Plan
Grandparents have always played an important role in helping raise younger generations. From picking children up from school to providing childcare while...
What Not to Do When Estate Planning: What Your Attorney...
Having an estate plan, even an imperfect one, is usually better than having no plan at all. But an existing plan can...
Can an Estate Plan Include a Right of First Refusal...
When a family owns a property with significant financial or emotional value, deciding its future after the owners pass away can be...
Not Every Heir Wants to Inherit: A Lesson in Wills,...
The Great Wealth Transfer, a broad term for the largest transfer of wealth from older generations to younger ones through inheritances and...
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...