The Legacy Planning Blog

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

Latest Insights

Isn’t There Already a Law That Leaves Everything to My...
You may think that if you die while you are married, everything you own will automatically go to your spouse and children....
The Perils of Joint Property
People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member....
Pros and Cons of Naming Many Residuary Beneficiaries in a...
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and...
What Maryland residents need to know about Medicaid spend down
  Medicaid provides essential healthcare coverage for low-income individuals, including those needing long-term care. However, many Maryland residents find that their income...
Able Accounts Can Play a Key Role In Special Needs...
Special needs plans that utilize ABLE accounts can enhance quality of life for people with disabilities, offering financial protection while preserving access...
Funding a Special Needs Trust With a Structured Settlement
If you win a personal injury lawsuit, you may receive your award in a lump sum or as a structured settlement. With...