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The Legacy Planning Blog

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

Latest Insights

How An ABLE Account Can Help Boost Your Financial Health
How an ABLE Account Can Support Financial SecurityFor many people with disabilities, maintaining financial well-being can be particularly challenging. Inaccessible workplaces, reduced...
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Avoid Living Probate: How to Keep Guardians and Conservators Out...
Planning for Incapacity: How to Avoid Living Probate Most proactive people understand the importance of estate planning. However, they often assume an...
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What you need to know about long-term care planning in...
The phrase “long-term care” can feel overwhelming at first. Maybe you have watched a loved one struggle to find the right support....
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Homestead Exemptions and Estate Planning
The term homestead may seem like a throwback to pioneer days, but homestead exemption laws are directly relevant to today’s estate planning...
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Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many...
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ABLE Accounts: Big Changes Coming in 2025-2027
For the tens of millions of Americans living with a disability, financial hardship often accompanies the physical and emotional challenges they can...
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