The Legacy Planning Blog

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

Latest Insights

What Happens to Your Venmo, PayPal, and Apple Pay Accounts...
It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what...
Creating an irrevocable trust to qualify for Medicaid
Many people will need long-term care at some point in their lives. Since the cost of nursing homes and assisted living facilities...
Creating a Living Will
What is a living will? Creating a living will ensures your future healthcare decisions and plans are respected. A living will, also...
Estate Tax vs Inheritance Tax
Estate tax vs inheritance tax... what's the difference? These two forms of taxation relate to transferring wealth from generation to generation but...
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...