The Legacy Planning Blog

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

Latest Insights

Are Pensions Treated the Same in Your Estate Plan as...
The first private pension plan in the United States was established in the late 1800s. Through 1980, nearly 40 percent of Americans...
5 Life Events That Require You to Update Your Estate...
An estate plan is a magical thing: it allows you to maintain control of your assets, yet protects you should you become...
Beware of Nonlawyers Acting Like Lawyers
When people think about creating an estate plan, they may think it just involves getting a set of forms that convey their...
Probate and Estate Administration Details that TV and Movies Get...
While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely accurate....
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...