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The Legacy Planning Blog

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

Latest Insights

Five Reasons to Protect your Retirement Accounts Now
Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that...
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How to Use a Standalone Retirement Trust (SRT) to Protect...
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones?...
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March is Brain Injury Awareness Month
As it has for thirty years, early March marks the beginning of Brain Injury Awareness Month. Brain injury, often referred to as...
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March is Developmental Disability Awareness Month
In March of 1987, the Developmental Disabilities Awareness Month began, calling upon all Americans to provide the opportunities and encouragement necessary for...
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Reviewing and Updating Your Estate Plan after the Death of...
The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...
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Including Noncitizens In Your Estate Planning
With our society becoming increasingly mobile and international travel becoming more affordable than ever before, families and family-like relationships have steadily grown...
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