The Legacy Planning Blog

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

Latest Insights

My Loved One Has Died: As an Heir or Beneficiary,...
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive...
Caution: Beware of DIY Estate Planning
We hear this question about DIY estate planning all the time: “Can’t I just grab a will off the internet, do a...
What to Do If a Loved One Dies While Traveling...
The death of a loved one can be one of the most disorienting life events. But if the loved one dies while...
Should You Own Your Timeshare in Your Trust?
Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early...
What to do with your inherited retirement account
For decades, common financial planning wisdom has encouraged almost all-American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so...
A Tale of Two Celebrities: Chadwick Boseman and Eddie Van...
Estate planning is the process of making decisions about what happens to you, your money, and your property when you pass away...