The Legacy Planning Blog

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

Latest Insights

Medicaid-Compliant Annuity (MCA) for Married Couples
An annuity is a financial product that pays a fixed amount of money every year, generally for the rest of the annuity...
Three Celebrity Probate Disasters and Tragic Lessons
One would assume that celebrities with extreme wealth would take steps to protect their estates. But think again: some of the world’s...
When will Medicaid pay for nursing home care?
Medicaid can be a helpful solution for seniors in Maryland needing nursing home care. It is available to seniors with low income...
The Pros and Cons of Probate
In estate planning circles, the word “probate” often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial...
3 Reasons to Avoid Probate
When you pass away, your family may need to sign certain documents as part of a probate process in order to claim...
Funding Options for Special Needs Trusts
It is crucial to properly fund special needs trusts (SNT's), designating your trust as the owner of certain assets. The trustee can...