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The Legacy Planning Blog

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

Latest Insights

What to Do When Your Doctor Tells You to Get...
A phrase that no one ever wants to hear from their doctor is "it's time to start getting your affairs in order.”...
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Talking to Aging Parents About Estate Planning
Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may...
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Caution: Writing Your Own Deed to Avoid Probate Can Lead...
One goal of estate planning is to ensure that your assets, including your home, pass to your chosen beneficiaries quickly and with...
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When Your Parent Plans to Disinherit Your Sibling
Your parent has made the difficult decision to omit your brother or sister from their estate plan. While this decision will undoubtedly...
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What Is an Inheritor’s Trust?
If you are expecting an inheritance, an estate planning tool known as a trust may prove useful, depending on your circumstances. Among...
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Why Receiving an Inheritance Changes Your Estate Plan
Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a...
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