Discussion of some estate planning aspects of SECURE Act 2.0

Discussion of VA disability payments and retirement offset.

Barring another opinion released by the Kentucky Supreme Court or the Courts of Appeal over the next three weeks, this year, the courts...

Veterans Day Blog Post

Not often do veterans’ benefits cases reach the United States Supreme Court, but last month the Court heard the case of Arellano v....

Brief Description of VA Benefits associated with Camp Lejeune Water Contamination

VA Aid and Attendance and Housebound Benefits

VA Surviving Spouse Pension - Summary of eligibility criteria and filing requirements

Recent Kentucky Supreme Court Opinion regarding trust termination.

As the department’s name states, the Veterans’ Administration is responsible for administering services for Veterans. That mission...

The Uniformed Services Former Spouses’ Protection Act (USFSPA) authorizes States to treat veterans’ “disposable retired pay” as community...

Summary of Estate Tax Exemption Portability.

Kentucky Supreme Court Decision Highlights The Need For Estate Planning For Blended Families. Before Christmas, I posted two entries...

Most VA disability claims are won or lost based on the medical evidence available to the adjudicator. The medical evidence process starts...

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...

The character of your discharge impacts the benefits to which you are entitled. There is a process to seek review of your discharge and...

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...

Turning from my recent estate planning focus, I will now discuss Veteran’s Benefits Claims. Last month I outlined the general VA claims...

So, you’ve followed all the advice out there about getting your estate plan completed. You have drafted a Will (or trust) and the...

Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...