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
- 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 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 6, 2022
- 3 min
Portability of the Estate and Gift Tax Exemption
Summary of Estate Tax Exemption Portability.
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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 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 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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operations9875
- Nov 3, 2021
- 2 min
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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Scott
- Oct 20, 2021
- 6 min
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...
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