The Legacy Planning Blog

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

Latest Insights

Electronic Wills: What are they, and should I use one?
What Are Electronic Wills? It was not very long ago that all legal documents were printed on paper and signed with a...
Using Beneficiary/Transfer-on-Death Deeds  
What Is a Transfer on Death Deed? If you own real property, such as a home, in your sole name but you...
Do Personal Injury Settlements Affect My SSDI or SSI?
The answers to many an important questions about the effects of personal injury settlements on Social Security Disability Insurance (SSDI) or Supplemental Security...
Claiming guardianship of an elderly parent
More often than not, guardianship congers images of a minor child in the care of a designated adult family member or friend....
Springing Financial Power of Attorney 
Estate planning is about more than preparing for the inevitable. A good estate plan should also consider the unexpected. Your plan may...
Changes to the FAFSA Form (and What It Means for...
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option....