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Monthly Archives: February 2023

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Assigning A Trustee For A Loved One’s Special Needs Trust

By Legacy Protection, LLP |

If you are caring for a loved one with special needs, you may worry about what will happen to them if you are no longer able to provide their necessary care. The decision of who will take care of their health, living, and financial needs is a very serious one. Fortunately, there are tools… Read More »

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OlderCouple

Five Tips To Consider For A Successful Estate Plan

By Legacy Protection, LLP |

If you have recently thought about protecting your business, retirement, and overall future, you may have considered creating an estate plan. If this is something you have yet to do, it is important to know many people are in the same situation. In fact, research has shown that only one-third of Americans have a… Read More »

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Answers To Your Questions After Losing A Parent

By Legacy Protection, LLP |

The bond between a child and parent does not end once the child becomes an adult. Many people continue to rely on their parents for support and guidance long after they have become adults and even when they have families of their own. If your last surviving parent has recently passed away, you likely… Read More »

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SeniorWealth

The Difference Between Transfer On Death And Payable On Death

By Legacy Protection, LLP |

Important elements of the estate planning process often involve helping loved ones avoid probate in the future. Probate can be a time consuming and tedious process, and it often means delaying your loved one’s inheritance for years to come. Probate can also become very expensive and the cost to administer the probate can be… Read More »

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