The Legacy Planning Blog

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

Latest Insights

Can a guardianship be expedited in an emergency?
When a loved one entrusts you with the responsibility of managing their estate, it’s both an honor and a significant undertaking. The...
April is Parkinson’s Disease Awareness Month
Every April, the global Parkinson's community engages to support awareness of Parkinson's disease (PD), a disease whose cause remains largely unknown although treatment...
Warning: Don’t Let Creditors Inherit from You or Your Spouse
Although a surviving spouse receives special treatment when inheriting a retirement account such as an IRA (the ability to roll over the...
How to Talk to Mom and Dad about Creating an...
Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise. Broaching this...
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...
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?...