The Legacy Planning Blog

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

Latest Insights

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...
LGBTQ+ Estate Planning to Protect Yourself and Your Loved Ones
Estate planning is for everyone. Regardless of your wealth, age, marital status, gender identity, or sexual orientation, it is crucial to have...
Don’t Have a Lot of Money? Here Are Seven Ways...
Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you can leave a long-lasting family...