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The Legacy Planning Blog

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

Latest Insights

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...
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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...
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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...
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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...
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An Estate Plan Should Not Be a Set-It-and-Forget-It Endeavor
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life...
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Estate Planning Lessons We Can Learn from Encanto
Not only is Disney’s award-winning animated film Encanto hugely entertaining, it also contains the following valuable estate planning lessons: Leaving a family...
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