The Legacy Planning Blog

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

Latest Insights

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?...
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...
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...