Estate Planning

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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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Trustee's Duties Upon Trust Termination

Recent Kentucky Supreme Court Opinion regarding trust termination.

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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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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...

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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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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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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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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...