The Legacy Planning Blog

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

Latest Insights

Do Not Let Your Money and Property Go to the...
Americans tend to bristle when any level of the government meddles in their private lives, especially with their money. Look no further...
4 Tips to Avoid a Will or Trust Contest
Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved...
Where Is the Best Place to Store Your Original Estate...
The best place to store original estate planning documents is somewhere secure, protected from damage, and accessible to the people who may...
Should I Include My Unborn Child in My Estate Plan?
Estate planning is an exercise in anticipating future events. Your plan should explain what happens if you become incapacitated and how your...
Wendy Williams Case Shines Spotlight on Guardianship
Dementia is on the rise and is affecting millions of families across the United States. As dementia erodes a person’s mental faculties,...
AB Trusts—Do You Need to Get Rid of Yours?
Do You Still Need an AB Trust in Your Estate Plan? If the last time you and your spouse updated your estate...