The Special Needs Trust (SNT) Improvement Act of 2022. Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities. In general, any funds left to such a beneficiary should be…
Happy Halloween everyone! Why not Treat your Family with an Estate Plan? We here at Legacy Planning Law Group have several to choose from. “Witch” one is right for you? Estate Planning is not something to be taken lightly. If…
The Role of a CPA in Estate Planning Undoubtedly, just about every individual should create an estate plan as soon as feasibly possible. Many people harbor the misconception that an estate plan is only necessary for the rich or individuals…
Can a Financial Advisor Help With Estate Planning? Estate planning may conjure images of a lawyer's office and mountains of paperwork. While your estate planning attorney is an essential professional, your financial advisor can also play a significant role in…
How to Handle Sibling Disputes Over a Power of Attorney A power of attorney is one of the most important estate planning documents, but when one sibling is named in a power of attorney, there is the potential for disputes…
The Top 5 Financial Scams Targeting Seniors. By: The National Council On Aging Key Takeaways Scams targeting older adults are on the rise. In 2021, there were 92,371 older victims of fraud resulting in $1.7 billion in losses. The most…
Alzheimer’s Progression Slowed by Drug in Major Trial Biogen shares soar as much as 43% in New York; Eisai gains 17% Lilly, Roche also rise; they have similar drugs in development Biogen Inc. and partner Eisai Co. surged and led other drugmakers’ shares…
Estate Planning for People With No Heirs What to do with your estate when its inheritor isn’t obvious. One of the most important parts of estate planning is determining how to divide your assets. But what if you don’t have…
National Estate Planning Awareness Week is October 17 - 23, 2022 National Estate Planning Awareness Week was adopted in 2008 to help the public understand what estate planning is and why it is such a vital component of…
Parents Are Creating Communities for Their Grown Children Who Have Special Needs Adults with intellectual and developmental differences want independence but often require continuing care. Their families are joining forces to ensure they receive both Although the lack of affordable…