top of page

Search


Scott
Apr 25, 20233 min read
The Effect of SECURE Act 2.0 on Estate Planning
Discussion of some estate planning aspects of SECURE Act 2.0
17 views0 comments


Scott
Jul 13, 20222 min read
VA Estate Planning and Elder Care Benefits (Part III) – Aid and Attendance and Housebound Benefit
VA Aid and Attendance and Housebound Benefits
18 views0 comments


Scott
May 4, 20225 min read
Trustee's Duties Upon Trust Termination
Recent Kentucky Supreme Court Opinion regarding trust termination.
75 views0 comments


Scott
Apr 28, 20223 min read
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...
21 views0 comments
Scott
Apr 6, 20223 min read
Portability of the Estate and Gift Tax Exemption
Summary of Estate Tax Exemption Portability.
19 views


Scott
Jan 18, 20224 min read
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...
18 views0 comments

Scott
Jan 7, 20223 min read
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...
37 views0 comments


Scott
Dec 2, 20213 min read
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...
19 views0 comments


operations9875
Nov 3, 20212 min read
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...
13 views0 comments


Scott
Oct 20, 20216 min read
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...
29 views0 comments
bottom of page