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The Legacy Planning Blog

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

Latest Insights

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...
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Planning for Real Estate in a Foreign Country
The allure of a foreign land—perhaps where the weather is milder, the pace of life slower, and the cost of living lower—is...
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Undoing an Irrevocable Life Insurance Trust: Options and Alternatives in...
The irrevocable life insurance trust (ILIT) has long been a staple of estate planning. This tool is designed to hold life insurance...
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Your Divorce Decree: The First Step in Estate Planning
You and your spouse have recently divorced, and the judge has signed the divorce decree. Now what? Although you may feel that...
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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...
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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...
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