The Legacy Planning Blog

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

Latest Insights

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...
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...