The Legacy Planning Blog

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

Latest Insights

3 Estate Planning Steps Every New Homeowner Should Take
Congratulations on your new home. Whether you are officially a first-time homeowner or are leveling up (or scaling back) to a space...
Flying Solo: Why Estate Planning Still Matters and What to...
Estate planning for single people is very important in order to ensure that your wishes are carried out during your life and...
Personal Representative’s Rights: How You Are Protected While Administering an...
Being named Personal Representative of someone’s estate is often viewed as an honor. It means the person who created the will trusted...
The Key Players in Special Needs Planning
A quarter of households in the United States include at least one family member with a disability.  These families grapple with complex legal and...
The Family Meeting: Not Just for Billionaires
For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm...
Saving for School: Planning for Your Family’s Education
According to the College Board, the average tuition and fees for the 2025–2026 academic year are $11,950 for a four-year in-state public...