The Legacy Planning Blog

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

Latest Insights

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...
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...