The Legacy Planning Blog

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

Latest Insights

Estate Planning Truths: Debunking Common Misconceptions
Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and...
How to Make Your Inheritance Last
Receiving an inheritance, whether large or small, often comes with a wide range of emotions, from the grief of losing a loved...
The True Cost of Inheriting a Home
The United States is in the midst of the largest generational wealth transfer in history. Over the next few decades, baby boomers...
Trust Funding: Setting Your Trustee Up for Success
A revocable living trust can serve as a valuable estate planning tool to help ensure that your finances remain well managed if...
Why a Trust for Your Child Should Mature with Your...
From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, carefully...
How to Help Your Loved Ones (and Your Life Savings)...
Today, many people use a revocable living trust instead of a will, joint ownership, or beneficiary designation as the foundation of their...