The Legacy Planning Blog

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

Latest Insights

How to Make Your Inheritance Last
Receiving an inheritance, whether large or small, often comes with a wide range of emotions, from the grief of losing a loved...
Generation- Skipping Transfer Tax: What it is & Why it...
Most people are familiar with federal income tax because they see it deducted from each paycheck. Other federal taxes, including capital gains...
The True Cost of Inheriting a Home
The United States is in the midst of the largest generational wealth transfer in history. Over the next few decades, baby boomers...
Trust Funding: Setting Your Trustee Up for Success
A revocable living trust can be a valuable estate planning tool. It can help ensure that your finances remain well managed if...
Why a Trust for Your Child Should Mature with Your...
From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, carefully...
How to Help Your Loved Ones (and Your Life Savings)...
Today, many people use a revocable living trust instead of a will, joint ownership, or beneficiary designation as the foundation of their...