The Legacy Planning Blog

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

Latest Insights

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...
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...
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)...
How Do I Create an Estate Plan with an Only...
Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, on average, develop social skills similar...
Enriching Life with a Third-Party Special Needs Trust
A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for needs-based government...
Caution: Using a DIY Deed to Avoid Probate Can Lead...
One common way to avoid the probate requirement for real estate after the owner dies is to add children or other individuals...