The Legacy Planning Blog

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

Latest Insights

Three Things You Need to Know about Cryptocurrency and Your...
The popularity of cryptocurrency has rapidly increased in recent years, with more people buying and selling it. Here are three things you...
The Basics of Guardianships (Part 2)
If you haven't already read The Basics of Guardianships (Part 1), click here to do so. Once you understand how guardianships are...
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...