The Legacy Planning Blog

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

Latest Insights

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...
Can I Leave My Spouse Out of My Estate Plan?
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances,...
Are You Ready to Move Away from Home?
Moving away from home is a major milestone in adulthood. For the first time, you might have to secure housing, buy insurance,...
Don’t Let Your Estate Plan Go Up in Smoke
Fewer people are creating estate plans today than in years past. Research shows that, in 2024, less than one-third of Americans report...
Things to Know When Estate Planning for an Addicted Loved...
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for...