The Legacy Planning Blog

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

Latest Insights

Demystifying Probate and the Executor’s Role
When creating a last will and testament (commonly known as a will), one of your most important considerations is who to choose...
Who Should Be the Trustee of a Third-Party Special Needs...
Family members with special needs may require assistance throughout their lives. If you want to ensure that a loved one with a...
Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can...
When people think about estate planning, they usually focus on who will receive their money and property when they pass away and...
What Is a Residuary Clause and Why Is It Important?
When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be...
What Happens to Real Estate With a Mortgage When I...
Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has...
How Much Authority Does a Trustee Have Over the Stuff...
A trustee is a person or entity responsible for managing and administering your trust according to your instructions and in accordance with...