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The Legacy Planning Blog

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

Latest Insights

ABLE Accounts Can be Used for Housing Without Losing Benefits
Why Housing Creates Benefit Problems — and Why ABLE Is Different Housing is often the single biggest barrier to independence for eligible...
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Celebrate Your Life Your Way: How to Make Funerals and...
Many people have a childhood memory of somebody close to them passing away. Whether the deceased was a parent or grandparent, an...
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How to Own Your Real Estate
Your real estate encompasses not only your primary residence but also any vacation homes, rental properties, or even vacant land you may...
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Why Title Matters
Why Title Matters: 6 Ways to Own Real Estate Real estate can be owned in several different ways. The form of ownership,...
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March is Brain Injury Awareness Month
Brain Injury Awareness and Estate Planning March is Brain Injury Awareness Month. The campaign supports people affected by brain injuries, promotes education,...
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Does my Spouse’s Citizenship Affect my Estate?
A noncitizen spouse is treated differently than a US citizen spouse for estate and gift tax purposes. A noncitizen spouse does not...
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