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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
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Scott
Mar 24, 20235 min read
VA Disability Pay Offset
Discussion of VA disability payments and retirement offset.
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Scott
May 4, 20225 min read
Trustee's Duties Upon Trust Termination
Recent Kentucky Supreme Court Opinion regarding trust termination.
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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...
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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...
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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...
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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...
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