The Legacy Planning Blog

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

Latest Insights

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...
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...
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...
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...
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...