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The Legacy Planning Blog

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

Latest Insights

March is Developmental Disability Awareness Month
March Is Developmental Disabilities Awareness Month Developmental Disabilities Awareness Month began in March 1987. It called upon Americans to provide the opportunities...
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Three Things You Need to Do When Your Spouse Dies...
Losing your spouse is one of the most difficult experiences you may face. Although it is important to give yourself time to...
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What to Do When Your Doctor Tells You to Get...
A phrase that no one ever wants to hear from their doctor is "it's time to start getting your affairs in order.”...
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Talking to Aging Parents About Estate Planning
Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may...
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How Much Authority Does a Trustee Have Over the Stuff...
A trustee is the person or institution responsible for managing and administering a trust. The trustee must follow the trustmaker’s instructions and...
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Caution: Writing Your Own Deed to Avoid Probate Can Lead...
One goal of estate planning is to ensure that your assets, including your home, pass to your chosen beneficiaries quickly and with...
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