The Legacy Planning Blog

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

Latest Insights

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