The Legacy Planning Blog

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

Latest Insights

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...
What Conditions Can I Put on My Child’s Inheritance?
You have two primary options for leaving an inheritance to a child. The most straightforward is to give it to them in...
Special needs guardianship: What parents need to know
When your child with special needs turns 18, they legally become an adult. This transition brings significant changes in their legal status...