The Effect of SECURE Act 2.0 on Estate Planning
Discussion of some estate planning aspects of SECURE Act 2.0
top of page
Search
Scott
- Mar 24
- 5 min
VA Disability Pay Offset
Discussion of VA disability payments and retirement offset.
28 views0 comments
Scott
- Dec 6, 2022
- 6 min
Kentucky Trust and Estate Cases - 2022
Barring another opinion released by the Kentucky Supreme Court or the Courts of Appeal over the next three weeks, this year, the courts...
21 views0 comments
Scott
- Nov 1, 2022
- 2 min
Retroactive Veterans' Benefits
Not often do veterans’ benefits cases reach the United States Supreme Court, but last month the Court heard the case of Arellano v....
18 views0 comments
Scott
- Jul 22, 2022
- 3 min
VA Benefits and Compensation for Camp Lejeune Water Contamination
Brief Description of VA Benefits associated with Camp Lejeune Water Contamination
11 views0 comments
Scott
- Jul 13, 2022
- 2 min
VA Estate Planning and Elder Care Benefits (Part III) – Aid and Attendance and Housebound Benefit
VA Aid and Attendance and Housebound Benefits
11 views0 comments
Scott
- May 24, 2022
- 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
10 views0 comments
Scott
- May 4, 2022
- 5 min
Trustee's Duties Upon Trust Termination
Recent Kentucky Supreme Court Opinion regarding trust termination.
37 views0 comments
Scott
- Apr 28, 2022
- 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, 2022
- 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...
32 views0 comments
Scott
- Apr 6, 2022
- 3 min
Portability of the Estate and Gift Tax Exemption
Summary of Estate Tax Exemption Portability.
13 views
Scott
- Mar 8, 2022
- 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...
19 views0 comments
Scott
- Feb 3, 2022
- 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...
10 views0 comments
Scott
- Jan 18, 2022
- 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...
8 views0 comments
Scott
- Jan 10, 2022
- 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...
9 views0 comments
Scott
- Jan 7, 2022
- 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...
30 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...
14 views0 comments
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...
20 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...
17 views0 comments
bottom of page