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The Legacy Planning Blog

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

Latest Insights

Paying for Long-Term Care
According to findings, the US Department of Health and Human Services (HHS) cites that almost seventy percent of retirees in America will...
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Pour-Over Will: Not Your Average Will
Wills and trusts are the two basic legal instruments that people use to pass accounts and property on to their loved ones...
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Medicaid Gifts and Penalties
Medicaid is a federal/state program helping low-income seniors with limited income and assets afford healthcare and long-term care. Many seniors believe their...
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QTIP Trusts: Will My Spouse Get What They Need?
A qualified terminable interest property (QTIP) trust is an estate planning tool that married couples can use to minimize uncertainty about the...
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What to know about 529 plans in Maryland
529 plans are a highly common method of reducing taxes at both the state and federal levels. However, Maryland residents who are...
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What Type of Deed Should I Use When Transferring Real...
When using trusts in estate planning, a key element includes transferring real estate belonging to the trustmaker into the trust by recording...
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