The Legacy Planning Blog

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

Latest Insights

What happens if you can’t make your own decisions?
A stroke. A fall. A sudden diagnosis. In an instant, you could lose the ability to speak or make decisions. Incapacity doesn’t...
How to Minimize the (Voluntary) Federal Estate Tax with Portability
Most people may be surprised to learn that the federal estate tax is considered by some to be voluntary. Estate planning attorneys...
Surprise! You Cannot Easily Disinherit Your Spouse
Believe it or not, it is not easy to disinherit your spouse in the United States. In many states and the District...
Want to Disinherit Someone? This Is What You Need to...
Disinheritance—the intentional exclusion of a family member, usually a child or spouse, from receiving part of your estate after your death—is more...
Three Estate Planning Mistakes Farmers and Ranchers Make—and How to...
Farming and ranching is more than just a livelihood; it is about preserving a legacy and a way of life. Unfortunately, many...
It’s Planning Season
To have a successful farm, thoughtful planning must be done every season. Your life is no different. To properly prepare for the...