The Legacy Planning Blog

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

Latest Insights

Handling a Loved One’s Digital Footprint After They Die
Most adults have not made a will, let alone created an estate plan addressing their online profiles and accounts (aka their digital...
Are You Single with a Minor Child? If So, You...
You have a minor child who depends on you for their survival, so you need to make sure that they will be...
Why Can’t We Have a Joint Trust If We Are...
Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do...
Mental Health Awareness Month: How an Estate Plan Can Help...
Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions,...
5 Things to Know Before Including a Limited Liability Company...
When it comes to protecting your hard-earned money and property, it is important that you have the right plan, which can include...
Garn–St Germain Act: What You Need to Know
It is important to let your estate planning attorney know if you own real estate that is subject to a mortgage. Most...