Discussion of some estate planning aspects of SECURE Act 2.0

VA Aid and Attendance and Housebound Benefits

Recent Kentucky Supreme Court Opinion regarding trust termination.

As the department’s name states, the Veterans’ Administration is responsible for administering services for Veterans. That mission...

Summary of Estate Tax Exemption Portability.

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...

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...

Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...

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...

The political classes in Washington D.C. continue to negotiate a final version of the budget reconciliation bill. The House version of...