The Legacy Planning Blog

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

Latest Insights

Planning and writing a will and the steps involved
Creating a will in Maryland goes a long way in protecting your loved ones and ensuring the distribution of your assets according...
Why You May Still Have to Open a Legal Probate...
Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker....
Proper Estate Planning Reduces Probate Issues
Probate is a legal process that happens after someone dies. While probate can be complex, lengthy, and expensive, proper estate planning can...
How much Maryland income disqualifies you for SSI?
If you’re in Maryland and planning to apply for Supplemental Security Income (SSI), or if you’re currently on SSI, you should be...
Want to Leave Your Retirement Account to Your Minor Child?...
Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries...
What Is the Effect of an Unrecorded Deed?
A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another...