Many parents save for retirement through 401(k)s and IRAs, which together held over $22 trillion in...
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Trusts, estate planning and probate can be confusing. That’s why our team is experienced in business, elder law and estate planning – so you don’t have to be. We follow the latest trends and legal updates to help clients plan ahead and protect what’s important. Read more on our blog, then contact us for options or advice on your needs.
Selling a small business is a major decision, often just as impactful as starting one. Whether...
As people age, they often rely more on others for help, which can increase their vulnerability to...
Efforts are underway to permanently repeal the federal estate tax, often referred to as the “death...
If you’re a parent of a child with special needs, you’ve probably wondered how to make sure they’re...
As healthcare needs increase with age, many retirees worry about preserving their assets while...
ABLE accounts (Achieving a Better Life Experience accounts) are savings accounts created to help...
Beginning in March 2025, millions of Americans may have noticed significant updates to their Social...
As spring unfolds and the school year winds down, many people find themselves in a season of...
At Legacy Law Firm, we understand that navigating the complexities of aging and long-term care can...
Are you looking for an estate planning attorney? Maybe you’ve already got your planning done but...
The Financial Crimes Enforcement Network (FinCEN) has issued an interim final rule that eliminates...
Nursing home costs keep climbing, making long-term care a major financial challenge for many...
Many seniors prefer to age in place with home care, but the cost can be a barrier. Medicaid offers...
Creating a will ensures your assets go to the right people and reduces stress for your loved ones....
Talking about death can be tough, but it's a part of life. Over time, people have developed...
Dementia is increasing, affecting millions of families in the U.S. As it progresses, people...
Spring is a time for fresh starts, making it the perfect moment to review your estate plan. Many...
When it comes to protecting your estate and your family’s future, taxes and asset protection are...
In today's digital world, cryptocurrency is a hot topic, but opinions on it vary widely by age....
On Feb. 20, we shared that the Corporate Transparency Act (CTA) was back and reporting companies...
Watch this informative webinar about the 7 common misconceptions about Medicaid and 6 essential...
Watch this webinar as it highlights seven common mistakes in farm estate planning and provides six...
Talking about end-of-life care with loved ones may feel uncomfortable, but it is essential. Open...
A transfer-on-death (TOD) account is a simple way to pass on financial assets without going through...
The Corporate Transparency Act (CTA) is back – again. On Feb. 18, 2025, a federal court in Texas...
In the U.S., February 20 is recognized as National Love Your Pet Day. This special day serves as a...
Gift tax rules can be confusing, so it’s important to know when you need to file a tax form. With...
Farmers and ranchers work hard their entire lives for their farms and families, but without proper...
For many farmers, the family farm is more than just land—it’s a legacy passed down through...
A Family Limited Partnership (FLP) is a business structure where family members combine assets for...
Many companies are replacing traditional pensions with IRAs, 401(k)s, and similar retirement plans,...
The number of older adults in the U.S. has been rising steadily. According to the U.S. Census, the...
WalletHub’s 2025 rankings of the best and worst states to retire in revealed some interesting...
In a recent article for WealthCounsel Quarterly, Legacy Law Firm Attorney and Co-Founder Jayna M....
If you own a vacation home, it's important to consider what will happen to it after you're gone....
Today, longevity is a crucial factor in planning for those later years. The reality is you could...
As the population grows older, the number of individuals affected by Alzheimer’s disease and other...
A Special Needs Trust (SNT) and an Achieving a Better Life Experience (ABLE) account offer tax-free...
Every adventure adds to your story. The memories you create and the experiences you share can...
The Corporate Transparency Act (CTA) Beneficial Owner Information Report rules are back on hold —...
In today's world, digital assets extend far beyond emails and social media accounts. From smart...
Millions of seniors rely on Medicaid to help cover the high cost of long-term care. Research shows...
An estate plan is not a one-time task—it’s a living document that needs regular attention to stay...
Estate planning can feel like a daunting task, especially when the legacy of your family’s hard...
As the calendar flips to a new year, many of us start thinking about resolutions and tackling tasks...
Creating a legacy is about more than material wealth—it’s about making a lasting impact on the...
As a new year begins, it’s a smart move for employers to reassess and update their company...
Does having more money lead to greater happiness? Some people will say yes, and others will say no....
In 2023, consumers across the United States lost a total of more than $10 billion to fraud,...
We are in the midst of one of the most substantial intergenerational transfers of wealth in...
A Texas federal court issued a nationwide injunction on Tuesday, Dec. 3, 2024, against the...
As families navigate the complexities of aging, they often face legal, financial, and healthcare...
The end of the year is often the time people will reflect on what is important to them. It is about...
Creating a Will is one of the most crucial steps you can take to ensure that your wishes are...
As families navigate the complexities of aging, they often face legal, financial, and healthcare...
Each November, we come together to recognize and celebrate the vital contributions of family...
Running a business comes with inherent risks, but there are steps you can take to protect your...
Inheritance tax is a state-level tax that beneficiaries pay when they receive assets from an estate...
Once you've taken the step to create a will and get your estate plan in order, you need to figure...
We believe estate planning goes beyond assets and legal details; it’s about creating a legacy and...
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year...
A special needs trust (SNT) is a legal arrangement that allows individuals with disabilities to...
One of the primary goals of elder law is to help seniors findways to pay for expensive long-term...
Estate planning is the process of organizing your financial affairs to ensure your assets are...
October 21-27, 2024, marks National Estate Planning Awareness Week. This is a perfect opportunity...
America is a system, whether you like it or not, and the attorney you choose can make all the...
A Trust is a legal entity that is used in estate planning to generallyavoid probate,make it...
If you are a business owner, it's essential you understand and comply with the new requirements...
As of 2024, individuals can transfer up to $13.61 million, and married couples can give away $27.22...
Probate is a legal process that happens after someone dies. While probate can be complex, lengthy,...
Estate planning is the process of organizing your financial affairs to ensure your assets are...
“I don’t need an estate plan because I don’t have many assets.”
Researchers have been finding potential links between feelings of loneliness and negative health...
The Supreme Judicial Court of Massachusetts holds that a Medicaid applicant must establish a...
Older drivers are also among the safest of all drivers, one AAA report showed. Nonetheless, state...
The federal estate tax exemption, is projected to rise to$13,990,000for 2025. This is an increase...
According to the U.S. Census Bureau, there were over 3 million children with disabilities in the...
The Treasury Department and the Internal Revenue Service (IRS) have issued final regulations...
A free and secure online account can be used to manage Social Security benefits. Account users can...
The Minnesota Supreme Court ruled that an intestate transfer of a family farm violated a contract...
A federal court in Texas blocked a forthcoming ban on non-compete agreements that was scheduled to...
The period following the death of a loved one can be a tumultous time. Dealing with death and...
Experts define twice exceptional learners as students with one or more disabilities who also...
This year, Dakotafest will take place Tuesday, Aug. 20 through Thursday, Aug. 22. This annual event...
Many people believe estate plans are only for extremely wealthy families who are looking to reap...
Leaving home for college or starting a new chapter in life is an exciting and transformative...
Success in business requires planning, commitment, and a strategic approach. Many new businesses...
Social Security programs like Social Security Disability Insurance (SSDI) and Supplemental Security...
Life insurance ensures your loved ones have cash funds immediately available. Often, the passing of...
Bobbi Thury spoke with Radio Show Host Scott Hennen this week about what attendees can expect from...
In Connelly V. United States (U.S. No. 23-146, June 6, 2024), the Supreme Court holds that a...
Managing romantic relationships in the workplace requires careful consideration to maintain a...
Estate planning for blended families is key to a smooth inheritance process. Probate rules and...
Don't miss an opportunity to hear how you can protect your farm and family and ensure your legacy...
At-will means that an employer can terminate an employee at any time, for any reason, without legal...
In the complex and frequently changing landscape of health care in the United States, Medicaid...
The Supreme Court of Nebraska holds that a trust showed clear intent for the decedent’s estate to...
Often an aging parent will lose their ability to think clearly or make informed decisions about...
A Will, technically known as a Last Will and Testament, is one the most fundamental components of...
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