The Legacy Planning Blog

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

Latest Insights

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...
6 key documents you need for Medicaid application in Maryland
Watching your parents age comes with difficult moments. You’re doing your best to care for the people who once cared for you,...
Foster Children in an Estate Plan
A foster child may come into your life through the court system, an agency, or your own extended family. No matter how...