Legal

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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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VA Disability Pay Offset

Discussion of VA disability payments and retirement offset.

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Trustee's Duties Upon Trust Termination

Recent Kentucky Supreme Court Opinion regarding trust termination.

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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...

Scott

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...

Scott

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...