VA Benefits and Compensation for Camp Lejeune Water Contamination
Brief Description of VA Benefits associated with Camp Lejeune Water Contamination
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Scott
- Jul 13
- 2 min
VA Estate Planning and Elder Care Benefits (Part III) – Aid and Attendance and Housebound Benefit
VA Aid and Attendance and Housebound Benefits
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Scott
- May 24
- 2 min
VA Estate Planning and Elder Care Related Benefits (Part II) - The Surviving Spouse Pension
VA Surviving Spouse Pension - Summary of eligibility criteria and filing requirements
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Scott
- May 4
- 5 min
Trustee's Duties Upon Trust Termination
Recent Kentucky Supreme Court Opinion regarding trust termination.
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Scott
- Apr 28
- 3 min
Veterans’ Administration: Estate Planning and Elder Care Related Benefits
As the department’s name states, the Veterans’ Administration is responsible for administering services for Veterans. That mission...
16 views0 comments
Scott
- Apr 11
- 4 min
Divorce and Your Military Retirement
The Uniformed Services Former Spouses’ Protection Act (USFSPA) authorizes States to treat veterans’ “disposable retired pay” as community...
25 views0 comments
Scott
- Apr 6
- 3 min
Portability of the Estate and Gift Tax Exemption
Summary of Estate Tax Exemption Portability.
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Scott
- Mar 8
- 3 min
You Can't Estate Plan By Writing Your Kids A Check
Kentucky Supreme Court Decision Highlights The Need For Estate Planning For Blended Families. Before Christmas, I posted two entries...
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Scott
- Feb 3
- 2 min
Medically Supporting Your VA Claim
Most VA disability claims are won or lost based on the medical evidence available to the adjudicator. The medical evidence process starts...
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Scott
- Jan 18
- 4 min
Estate Planning: What Are The Differences Between Trustee And An Executor/Administrator?
If you are confused about the differences between a Trustee and an Executor, you are not alone. A couple of weeks ago, I outlined the...
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Scott
- Jan 10
- 2 min
Basics of Seeking a Military Discharge Upgrade
The character of your discharge impacts the benefits to which you are entitled. There is a process to seek review of your discharge and...
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Scott
- Jan 7
- 3 min
Understanding differences between an estate plan based on a Will and one based on a Trust?
Let me start with one basic statement, and whether you choose a Trust or Will, there is likely a place in your plan for the other as...
29 views0 comments
Scott
- Dec 16, 2021
- 2 min
What is "Service Connection" For a VA Disability Claims?
Turning from my recent estate planning focus, I will now discuss Veteran’s Benefits Claims. Last month I outlined the general VA claims...
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Scott
- Dec 14, 2021
- 6 min
Securing Your Estate Documents
So, you’ve followed all the advice out there about getting your estate plan completed. You have drafted a Will (or trust) and the...
18 views0 comments
Scott
- Dec 2, 2021
- 3 min
Estate Planning for Blended Families, Part 2
Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...
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Scott
- Nov 29, 2021
- 2 min
Estate Planning for Blended Families, Part 1
Estate planning is more complex for blended families, both legally and emotionally. Blended families have become a common family unit in...
23 views0 comments
Scott
- Nov 19, 2021
- 4 min
Four reasons why you should have an estate plan.
An estate plan addresses issues beyond those merely contained in a final will. A proper estate plan is a collection of documents dealing...
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operations9875
- Nov 10, 2021
- 4 min
Understanding The VA Disability Claims Process
In recognition of Veterans' Day, I want to take the opportunity to provide a quick overview of the Veterans Administration claims process...
25 views0 comments
operations9875
- Nov 3, 2021
- 2 min
Your Current Estate Plans Are Likely Safe For Now.
So the "final" Build Back Better plan was outlined by President Biden about ten days ago. In my last blog entry, I outlined the estate...
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Scott
- Oct 20, 2021
- 6 min
ESTATE PLANNING CONSIDERATIONS OF THE CURRENT BUDGET RECONCILIATION NEGOTIATIONS
The political classes in Washington D.C. continue to negotiate a final version of the budget reconciliation bill. The House version of...
24 views0 comments