Estate Planning

VA Estate Planning and Elder Care Benefits (Part III) – Aid and Attendance and Housebound Benefit

VA Aid and Attendance and Housebound Benefits

Trustee's Duties Upon Trust Termination

Recent Kentucky Supreme Court Opinion regarding trust termination.

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...

Portability of the Estate and Gift Tax Exemption

Summary of Estate Tax Exemption Portability.

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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...

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...

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...

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...

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...