The Legacy Planning Blog

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

Latest Insights

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...
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...
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...