The Legacy Planning Blog

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

Latest Insights

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...
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...
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...
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...
Estate Planning Tips for Parents of a Special Needs Child
Children with a wide variety of special needs (disabilities) can live more productive lives than ever before with today's medicine and health...
Simultaneous Deaths: What If My Spouse and I Die at...
The chances of a married couple dying in a common accident or within a very short time of one another are probably...