The Legacy Planning Blog

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

Latest Insights

Beware of Trust Scams—and How to Spot Them
Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged...
Money Isn’t Everything in Estate Planning: How to Pass Your...
Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and...
How to Give Real Property to a Loved One at...
A home is often one of the most important assets that people own. Therefore, most people want to stay in their home...
Why Joint Ownership Should Not Be the Go-To Plan for...
If you recently married or have been married for a while and have acquired additional money or property (or plan to), you...
Does Your Revocable Living Trust Reduce Your Federal Estate Tax...
Many believe that once they set up and fund a revocable living trust, property held in the trust will completely avoid federal...
Understanding Medicaid’s Long-Term Care Spousal Impoverishment Rules
The prospect of long-term care often brings with it many financial concerns. As we experience our declining health or that of an...