The Legacy Planning Blog

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

Latest Insights

Nonjudicial Settlement Agreements: The Good, the Bad, and the Ugly
Personal Representative Rights and Protections During Probate Being named the personal representative of someone’s estate is often viewed as an honor. It...
Ways Your Will Can Be Revoked
A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as a...
Guardianship or Conservatorship for Adults with Disabilities
Some adults with developmental disabilities cannot make certain personal, medical, or financial decisions without help. Guardianship or conservatorship may be appropriate when...
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...
Pros vs. Cons of a Beneficiary-Controlled Trust
What Are the Pros and Cons of a Beneficiary-Controlled Trust? Would you like to provide your children or loved ones with an...
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...