The Legacy Planning Blog

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

Latest Insights

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
Funding a Special Needs Trust With a Structured Settlement If an individual with a disability expects to receive a structured settlement, directing...
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,...