The Legacy Planning Blog

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

Latest Insights

What Is a Nongrantor Trust?
Every trust has at least one grantor, also known as the trustmaker, i.e., the person who creates the trust. So, it can...
What to Do if Your Trustee Is Unresponsive
A trustee generally has a duty to keep beneficiaries reasonably informed about trust administration and respond to appropriate requests for information. Depending...
Right of Occupancy Trust: A Trust to Protect Your Home...
Estate planning is about protecting you and the people you care about. Sometimes that becomes difficult when one loved one will need...
Setting up a special needs trust in Maryland
Thinking about what happens to your loved one after you’re gone can be difficult for any Maryland resident. This can be even...
How to Keep Your Child’s Inheritance Out of Your In-Law’s...
About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your...
Powerful Provisions in Your Financial Power of Attorney
Three Powerful Provisions to Consider in Your Financial Power of Attorney In a financial power of attorney, you name a trusted decision-maker...