The Legacy Planning Blog

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

Latest Insights

What is the Probate Process?
Probate is the legal process for authenticating a deceased person's last will and testament, reviewing their assets, paying their outstanding debts and...
When should you gift money or a house to your...
Creating an estate plan is vital for parents seeking a smooth distribution of their property to their children while also making sure...
Letter of Instruction for Your Estate Plan
Whether you are starting from scratch or have an estate plan in place, a letter of instruction (LOI) is an important part...
How to Own Your Real Estate
Real estate encompasses not only one’s primary residence, but also other real estate such as a vacation home or a rental property....
Seven Bad Reasons for Delaying Estate Planning  
Too many people in this country mistakenly believe that estate planning is only for the wealthy. In reality, an estate plan is...
Ten Lesser-Known Veterans Benefits You Need to Know About
The US Department of Veterans, through Tricare and the GI Bill, offers numerous basic health care and education benefits to veterans. Even...