The Legacy Planning Blog

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

Latest Insights

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...
Serving as a Fiduciary: What You Need to Know
You may be asked to be power of attorney for a family member or friend. Your family member or friend may be...
Coming of Age and Powers of Attorney
When your child turns 18 (in most states), it might be hard to imagine that the little child who once needed you...
What Happens If My Beneficiary Dies Before Me?
When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions...