The Legacy Planning Blog

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

Latest Insights

What Happens When You Put a Mortgaged Home into a...
Land trusts are often associated with conservation projects and nonprofits that preserve land for community use or affordable housing. But in estate...
Avoiding Estate Planning Pitfalls When Family Lives Out of State
Today, many families are scattered across the country, with parents living in one state and children in another. Physical distance can introduce...
Marital Agreements Versus Wills and Trusts: Which Do You Need?
If you are entering a marriage or remarriage with significant assets, children from a prior relationship, business interests, inherited property, or a...
Estate Planning After Remarriage
You may not be able to choose the family you are born into, but you can choose the family you build through...
Estate Planning for Schoolteachers: How Your Benefits Come into Play
As a teacher, you do far more than teach lessons. You manage a classroom, mentor students, and juggle a busy schedule—often while...
When Helping Out Puts the Roof Over Your Head at...
It is the kind of phone call that keeps parents awake at night. Your daughter is on the line saying, “I need...