The Legacy Planning Blog

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

Latest Insights

What Is a Devise in My Estate Plan?
If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt....
Three Important Concerns Self-Employed Individuals Should Address
Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more...
What Happens to Your Venmo, PayPal, and Apple Pay Accounts...
It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what...
Creating an irrevocable trust to qualify for Medicaid
Many people will need long-term care at some point in their lives. Since the cost of nursing homes and assisted living facilities...
Creating a Living Will
What is a living will? Creating a living will ensures your future healthcare decisions and plans are respected. A living will, also...
Estate Tax vs Inheritance Tax
Estate tax vs inheritance tax... what's the difference? These two forms of taxation relate to transferring wealth from generation to generation but...