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The Legacy Planning Blog

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

Latest Insights

Does Disinheriting Your Special Needs Child Protect Their Government Benefits?
Families with special needs children face unique challenges and opportunities to protect their children’s futures. Providing appropriate medical, educational, recreational, and employment...
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Three Things You Need to Do When Your Spouse Dies...
Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time...
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Pros vs. Cons of a Beneficiary-Controlled Trust
Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany...
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Ten Facts to Understand about Living Wills
A living will is not a last will and testament used to pass your assets and property after you die. Instead, it...
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Estate Planning for Surviving Spouses
After losing a spouse or long-time partner, it's difficult to look past your grief. However, it's crucial to understand the important and...
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Estate Planning Issues for the Modern Family
As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course...
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