The Legacy Planning Blog

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

Latest Insights

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...
Will outstanding debts affect my parents’ Medicaid eligibility?
Your parents worked hard their entire lives. Yet here you are, worried that their financial obligations might prevent them from accessing the...
Spousal inheritance and divorce in Maryland: What to know
If you and your spouse will be divorcing in the near future or you’ve already begun the process, you may have had...
What to Do When You Do Not Own What You...
Imagine the following scenario: You have been living in a house for years. As your mother’s sole heir, you inherited it from...