Are Auctions Worth The Gamble?

The Green children were close with their Aunt throughout their life.  She would tell them little about their family legacy accept that Uncle Andrew had been the one accumulating the boxes that filled her home.  They had never met Uncle Andrew and often questioned where he placed in the family tree.  When their Aunt passed…

Deferment Might Derail Claims

Many long-term care facility and in-home care provider companies have been fronting the cost, or a portion of the cost, of veteran residents pending an Aid and Attendance pension benefit.  Providers that defer payment while a veteran or their spouse transition to long-term care could be setting veterans up for failure. VA pension benefits are…

Big News for Trust Taxation

By Jill Roamer, J.D. from Eldercounsel Few of us feel delight when we hear the term “tax code”. However, there has been some recent excitement in the area of trust taxation and administration that we all should direct our attention to. Trust income, like an individual’s income, will be taxed in states with income taxes….

Trash or Treasure?

Most of us have had a client that has been or has had a family member that seemed to have “collected” a bit too much.  This often causes anxiety over the welfare of their loved one and the overwhelming thought of the work they might be left to do once they inherit such a massive…

The Veterans Appeals Improvement and Modernization Act in Affect

The Veterans Appeals Improvement and Modernization Act (Pub L. 115-55) became law in August of 2017 and went into affect last month.  So how does this affect the appeals process for our clients? The goals of the new appeal process are to modernize the current claims and appeals process, include three review options for disagreements…

Uncommon Inheritance: Collections and a Piece of History

Garland Richards, as a child, would hear his family say that the land they owned was historic, but didn’t remember hearing why.  As he got older he would look at what was left of the stone buildings and wonder who might have lived there.  What was their story? When he inherited the ranch, that stood 50…