The Legacy Planning Blog

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

Latest Insights

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...
Does Treating Your Children Fairly Mean Unequal Inheritances?
When thinking through their estate plan and how they want their assets(money and property) managed after they pass away, most parents wish...
Is an Income-Tax Time Bomb Lurking in Your Estate Plan?
As the federal estate tax exemption has ballooned from $5 million in 2011 to $13.99 million today (increasing to $15 million in...
Minimalist Estate Plan? Save “Less is More” for Your Decor!
In a modern world marked by information overload, overflowing inboxes, nonstop notifications, and the constant pressure to accumulate more stuff, minimalism offers...