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The Legacy Planning Blog

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

Latest Insights

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....
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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...
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A Comparison of Special Needs Trusts and ABLE Accounts
A special needs trust (SNT) and an Achieving a Better Life Experience account (ABLE) provide a tax-free way to save money for...
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Choosing a Special Needs Trustee
When creating a special needs trust (SNT) for a loved one with a disability, the grantor (the individual creating and funding the...
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Legal Perils of Gift and Joint Ownership between Unmarried Couples
Cohabitation without marriage is becoming more common in the United States. Among eighteen- to forty-four-year-olds, the percentage of adults who have lived...
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Estate Planning and Divorce: Key Considerations
Getting a divorce is seldom an easy process. It is emotional and stressful. There are many factors to consider that may also...
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