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The Legacy Planning Blog

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

Latest Insights

What Is the “Last Surviving Spouse Rule”?
Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing estate taxes,...
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2024 Standard Protections for Spouses of Medicaid Applicants
Each fall, the Centers for Medicare & Medicaid Services (CMS) renews the federal guidelines that seek to protect individuals whose spouses are...
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Protecting Your House After You Move into a Nursing Home
When people start thinking about aging and the looming potential for needing long-term nursing care that comes along with it, one of...
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3 Examples of When an Irrevocable Trust Can—and Should—Be Modified
A frequently asked question that we receive is: "Can you change an irrevocable trust?" You may be surprised to find out that...
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Can Artificial Intelligence Programs Write Basic Estate Planning Documents?
With the increased coverage of artificial intelligence (AI) and all of the applications it can have in our everyday lives, some people...
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How An ABLE Account Can Help Boost Your Financial Health
For many people with disabilities, maintaining financial well-being can prove particularly challenging amid the marginalization, societal stereotypes, and employment and health care...
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