The Effect of SECURE Act 2.0 on Estate Planning
Discussion of some estate planning aspects of SECURE Act 2.0
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Scott
- Mar 24
- 5 min
VA Disability Pay Offset
Discussion of VA disability payments and retirement offset.
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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...
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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....
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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
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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
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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
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Scott
- May 4, 2022
- 5 min
Trustee's Duties Upon Trust Termination
Recent Kentucky Supreme Court Opinion regarding trust termination.
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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...
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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...
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Scott
- Apr 6, 2022
- 3 min
Portability of the Estate and Gift Tax Exemption
Summary of Estate Tax Exemption Portability.
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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...
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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...
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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...
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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...
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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...
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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...
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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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