The Legacy Planning Blog

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

Latest Insights

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...
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...