The Legacy Planning Blog

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

Latest Insights

If I Leave Someone My Home, What Do They Really...
Your home is likely one of the most valuable assets you own, if not the most valuable. Calling a home an asset...
Key Considerations Around Estate Planning for Expatriates
Estate Planning for Expatriates: Key Considerations for Americans Living Abroad Americans who live abroad or own property in another country may need...
Whom Should I Tell About My Estate Plan?
Creating an estate plan is typically a private matter, not something you share in detail with everyone in your life. After all,...
Beware of Unequal Contributions When Purchasing a House
Co-Buying a House: Potential Pitfalls of Unequal Contributions Co-buying a house with a friend, relative, or unmarried partner can make homeownership more...
Are You Making Any of These 12 Estate Planning Oversights?
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate...
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...