The Legacy Planning Blog

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

Latest Insights

Medicaid Eligibility for Nursing Home Level of Care
Think again if you thought Medicaid planning only included meeting strict income and asset limits for long-term care coverage. You will also...
Untangling a Tangled Title: Homeownership, Property Deeds, and Estate Planning
Do you really own the home you live in? If you are currently living in a property that you inherited but the...
Qualified Personal Residence Trust: What Is It and When Should...
Americans have enjoyed historically high estate tax exemption rates for most of the last twenty years. Such high exemption amounts have kept...
Build Back Better Act and Estate Planning Changes
Build Back Better Act and Estate Planning Changes President Biden’s Build Back Better Act (BBBA) has made a significant first step towards...
Notice to Creditors: Understanding the Probate Process
Avoiding probate through legal techniques is a great strategy to save taxes, keep your estate from public proceedings, and avoid the need...
Becoming a Legal Guardian of Person and Property of Your...
Guardianship of an aging parent means acceptance of significant legal responsibility to act and advocate for their care. The duties include a...