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The Legacy Planning Blog

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

Latest Insights

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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International Inheritance Laws: What US Residents Need to Know
Estate planning can be complicated enough when all your assets (accounts and property) and loved ones are located within one country. But...
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When Is an Estate Subject to State Death Taxes?
The United States imposes a federal estate tax at death, which is based on the total value of the deceased person’s estate...
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