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The Legacy Planning Blog

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

Latest Insights

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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What to Do When Your Doctor Tells You to Get...
A phrase that no one ever wants to hear from their doctor is "it's time to start getting your affairs in order.”...
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Talking to Aging Parents About Estate Planning
Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may...
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