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The Legacy Planning Blog

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

Latest Insights

How to Own Your Real Estate
Your real estate encompasses not only your primary residence but also any vacation homes, rental properties, or even vacant land you may...
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Why Title Matters
Why Title Matters: 6 Ways to Own Real Estate Real estate can be owned in several different ways. The form of ownership,...
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March is Brain Injury Awareness Month
Brain Injury Awareness and Estate Planning March is Brain Injury Awareness Month. The campaign supports people affected by brain injuries, promotes education,...
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Does my Spouse’s Citizenship Affect my Estate?
A noncitizen spouse is treated differently than a US citizen spouse for estate and gift tax purposes. A noncitizen spouse does not...
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March is Developmental Disability Awareness Month
March Is Developmental Disabilities Awareness Month Developmental Disabilities Awareness Month began in March 1987. It called upon Americans to provide the opportunities...
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Three Things You Need to Do When Your Spouse Dies...
Losing your spouse is one of the most difficult experiences you may face. Although it is important to give yourself time to...
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