The Legacy Planning Blog

The Great Wealth Transfer, a broad term for the largest transfer of wealth from older generations to younger ones through inheritances and...

For many people, cooler weather means it is time to head south. However, estate planning for snowbirds can be a bit tricky...

If you want to pursue organ donation when you die, you have to think about exactly what you want, legally document your...

A parent dies, and something about the paperwork does not sit right—a will change late in life, a trustee who has gone...

“That’s not fair!” is a common child’s refrain as they advocate for themselves or express what they feel to be unjust. This...

A comprehensive estate plan does more than direct who will receive your money and property after your death. It also provides instructions...