ScottApr 25, 20233 minThe Effect of SECURE Act 2.0 on Estate PlanningDiscussion of some estate planning aspects of SECURE Act 2.0
ScottMay 4, 20225 minTrustee's Duties Upon Trust TerminationRecent Kentucky Supreme Court Opinion regarding trust termination.
ScottJan 18, 20224 minEstate 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...
ScottJan 7, 20223 minUnderstanding 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...