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….
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 (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…
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…
Veterans that have finally been awarded their VA benefits are finding themselves in a financial nightmare. The VA has been making errors on payout amounts for veterans, then expects prompt payment when they realize the error. As of now the VA is allowed to take 100% of a veterans monthly benefit until the repayment is…
Vietnam war veterans were expecting an appeal to be filed by the Office of Veteran Affairs over the January win for Blue Water Veterans. A week before the Vietnam Veteran 50th Anniversary Commencement, VA officials announced that they were unlikely to appeal the decision. Blue Water Veterans were an overlooked group of veterans that served…
