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The Legacy Planning Blog

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

Latest Insights

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...
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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....
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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...
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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....
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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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