Whether simple or complex, it is never too early to plan your estate.  This study group looks at the many different and sometimes new options to pass on your estate as you wish.  Without giving specific legal advice, we will recommend questions and approaches to consider for different situations. This discussion group explores essential financial and legal strategies often overlooked in traditional planning. Topics will include how to equitably distribute assets in blended families after a second marriage, planning for Medicaid eligibility in the event of long-term care needs, claiming Social Security benefits for surviving spouses, and ensuring your partner can remain in the family home after the death of the titleholder. We'll also cover how to thoughtfully provide for a disabled child or heir after your passing, including the use of special needs trusts and other planning tools that safeguard their benefits and quality of life.