The Legacy Planning Blog

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

Latest Insights

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...
Taxes and Special Needs Trusts
Families who care for a loved one with special needs or a disability will often create and fund a special needs trust....
Legal Options for People with Special Needs (and the Families...
The Americans with Disabilities Act (ADA) provides support and empowerment to people with special needs and disabilities. More options for individuals and...