ScottApr 25, 20233 minThe Effect of SECURE Act 2.0 on Estate PlanningDiscussion of some estate planning aspects of SECURE Act 2.0
ScottMar 24, 20235 minVA Disability Pay Offset Discussion of VA disability payments and retirement offset.
operations9875Nov 3, 20212 minYour 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...
ScottOct 20, 20216 minESTATE PLANNING CONSIDERATIONS OF THE CURRENT BUDGET RECONCILIATION NEGOTIATIONSThe political classes in Washington D.C. continue to negotiate a final version of the budget reconciliation bill. The House version of...