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The Legacy Planning Blog

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

Latest Insights

Estate Planning for Parents of Children with Mental Illness
Mental illness in the United States is more common than most people may think. More than one in five U.S. adults live with a...
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HIPAA: An Overview for Young Adults
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting...
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Happy 18th Birthday! Now What?
Congratulations! You are now legally an adult. Although you may not feel any different, from a legal standpoint, a great deal has...
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4 Steps to Stop Mail Addressed to a Deceased Person
Once you have been appointed the executor or personal representative of a deceased loved one’s probate estate, or when you step in...
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Weighing Your Options: Special Needs Trusts vs. ABLE Accounts
A special needs trust (SNT) and an Achieving a Better Life Experience (ABLE) account each provide a tax-free way for people with...
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ABLE Accounts and Special Needs Trusts    
People who have loved ones with disabilities and need a way to save money tax-free often create a special needs trust (SNT)...
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