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The Legacy Planning Blog

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

Latest Insights

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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Understanding the Different Types of Trusts: Living, Testamentary, and Constructive
In the world of estate planning, terms that refer to legal documents such as wills, trusts, powers of attorney, and healthcare directives...
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Irrevocable Life Insurance Trusts and Wealth Management
It may be time to reconsider how you plan to pass generational wealth to your heirs since the federal estate tax exemption...
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Types of Life Insurance and How They Can Be Used...
Many of us do not start thinking about life insurance until we get our first full-time job and the company’s human resources...
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To Have, but Not to Hold? Common Law Marriage and...
Marriage as a legal institution has taken a variety of forms throughout history. As society evolves, how we identify marriage in our...
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