The Legacy Planning Blog

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

Latest Insights

The Basics of Guardianship (Part 1)
Protecting and providing for your children is particularly challenging if they have special needs requiring additional care to address their vulnerabilities. Structuring...
Important Questions to Ask When Investing in a Vacation Property
According to the National Association of Home Builders, in 2018 there were approximately 7.5 million second homes, making up 5.5 percent of...
What Happens to My Spouse’s Debts Upon Their Death?
A spouse’s death creates a difficult and demanding time for the surviving partner. As much as you might want space and time...
Qualifying for Medicaid: A Five Year Look-Back Without Penalties
Nearly everyone will need long-term care at some point in their lives, so planning is vital. While we cannot predict the timing...
In-Home Nursing Care and Medicaid Waivers
You may want to think again if you believe you can’t meet Medicaid’s strict income and asset limits to qualify for long-term...
Can a Trust Own a Business After the Owner Dies?
In general, the answer to the title question is yes, your trust can own your business after you die. However, there are...