The Legacy Planning Blog

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

Latest Insights

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...
Estate Planning After a Personal Injury Settlement
In the hectic and sometimes dangerous world that we live in, it is an unfortunate fact of life that accidents happen and...
Disaster Preparedness Month: How to Prepare for Whatever May Come...
The unpredictable can occur at any time: fires, hurricanes, floods, earthquakes, pandemics—you name it. Because September is National Disaster Preparedness Month, we...
Inheritance and Medicaid: Be Careful, Plan Ahead
Mistakes can be made when it comes to inheritance and Medicaid. Those mistakes can be costly. When a person is receiving Medicaid...