The Legacy Planning Blog

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

Latest Insights

Surprise! You Cannot Easily Disinherit Your Spouse
Believe it or not, it is not easy to disinherit your spouse in the United States. In many states and the District...
Want to Disinherit Someone? This Is What You Need to...
Disinheritance—the intentional exclusion of a family member, usually a child or spouse, from receiving part of your estate after your death—is more...
Three Estate Planning Mistakes Farmers and Ranchers Make—and How to...
Farming and ranching is more than just a livelihood; it is about preserving a legacy and a way of life. Unfortunately, many...
It’s Planning Season
To have a successful farm, thoughtful planning must be done every season. Your life is no different. To properly prepare for the...
5 Reasons Uncle Bill May Not Make a Good Trustee
If you have created a trust that you intend to last for decades, selecting the right trustee is critical to ensuring the...
What role does a power of attorney play in Medicaid...
Medicaid planning involves various strategies to protect your assets while qualifying for assistance with healthcare costs. A power of attorney (POA) can...