The Legacy Planning Blog

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

Latest Insights

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many...
ABLE Accounts: Big Changes Coming in 2025-2027
For the tens of millions of Americans living with a disability, financial hardship often accompanies the physical and emotional challenges they can...
International Inheritance Laws: What US Residents Need to Know
Estate planning can be complicated enough when all your assets (accounts and property) and loved ones are located within one country. But...
When Is an Estate Subject to State Death Taxes?
The United States imposes a federal estate tax at death, which is based on the total value of the deceased person’s estate...
Mission Accomplished: Your Guide to Veterans’ Planning Essentials
Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce....
5 Things Every New Parent Needs to Know About Wills
Congratulations on your new baby! Becoming a parent is an incredible journey filled with joy, love, and a whole lot of sleepless...