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The Legacy Planning Blog

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

Latest Insights

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...
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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...
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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...
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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...
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Estate Planning for Surviving Spouses
After losing a spouse or long-time partner, it's difficult to look past your grief. However, it's crucial to understand the important and...
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Estate Planning Issues for the Modern Family
Estate Planning Issues for the Modern Family As the name suggests, ABC’s television show Modern Family depicts the relationships and experiences of...
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