The Legacy Planning Blog

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

Latest Insights

The Risks of an Unfinished Estate Plan—and Why You Should...
Planning for the future, especially your own mortality, is never easy. Even when you understand the importance of creating a will or...
Protect Your New Home and Your Loved Ones: Why an...
Buying a home is exciting, whether it is your first time or your latest move. You have most likely worked with a...
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...