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The Legacy Planning Blog

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

Latest Insights

How Can Remarriage Affect Your Estate Planning?
Divorce is more common now than it was in the past, as is remarriage. Depending on how long a prior marriage lasted,...
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What is Basis, and How Does it Impact My Estate...
“Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is...
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When You May Not Be Able to Use a Financial...
Besides directing what happens to your finances when you pass away, a comprehensive estate plan also addresses the possibility that you could...
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The Difference Between a Prenuptial Agreement and a Will or...
There was a time when most people heard the term "prenuptial agreement" only when watching soap operas or Hollywood movies or reading...
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Annual Exclusion Gifts: Give Gifts That Your Family Will Love...
Do not let constant political and financial speculation prevent you from making tax-free medical payment, educational and annual exclusion gifts to or...
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Why Estate Planning for the LGBTQIA+ Community is Critical
Whatever your orientation, estate planning is crucial to protect your loved ones. Estate planning for the LGBTQIA+ community can legally protect against...
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