Disclaimer
Not legal advice
Everything on this site and channel is general education.
General education only
The videos, pages, checklists, glossary and guides published by The Legacy Desk are for general educational purposes. They are not legal, tax, financial or investment advice, and they are not a substitute for advice from a licensed professional who knows your situation.
Laws vary and change
Estate, probate, trust and tax law varies from state to state and changes over time. Something that applies in one state may not apply in yours, and information that was accurate when published may be out of date. Each page shows when it was published and lists its sources so you can check them.
No attorney–client relationship
Watching a video, reading this site, signing up for email or contacting us does not create an attorney–client or other professional relationship.
Talk to a professional
For decisions about your own estate, a family member's estate, or a probate matter, talk with a licensed estate planning attorney, tax professional or financial adviser where you live.
Examples are fictional
Families, names and figures used in examples are fictional unless clearly stated otherwise.
Links to other sites
We link to outside sources (such as government and court websites) so you can read the original. We don't control those sites and aren't responsible for their content.