The Legacy Planning Blog

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

Latest Insights

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...
Buyer Beware: How to Avoid Estate Planning Scams
Imagine spending thousands of dollars on an estate plan to protect loved ones, only to find that no true protection exists. Unfortunately,...
All in the Family: Making Sense of Per Stirpes, By...
“That’s not fair!” In many households, this is the common refrain of children as they advocate for themselves or express what they...