The Department of Veteran Affairs (“VA”) has published a final rule relating to the needs-based VA pension benefit for veterans…
Tag: VA
Dept. of Veterans Affairs Publishes Final Rule for Needs-Based Benefits: General Overview
On September 18, 2018, the Department of Veterans Affairs (“VA”) published its final rule for needs-based benefits, including the VA…
Should I Transfer My House To My Kids?
One of the most common questions we get from clients is whether they should transfer their house to their children.…
The Equifax Data Breach: Take This One Step Now
As you have probably heard by now, Equifax, one of the three major credit reporting agencies, was hacked earlier this…
The VA Choice Program
Regardless of your personal politics, there are criticisms from both political parties about our current president and the actions he…
Preventing Dementia and Cognitive Decline
The National Academies of Sciences, Engineering and Medicine (NAS) have recently published a report which indicates that it may be…
ABLE Accounts Open in Virginia
For those of you who have been waiting for Virginia529 to open the enrollment process for ABLE accounts, your wait is over. The Stephen Beck, Jr. Achieving a Better Life Experience (ABLE) Act was signed into law in December, 2014…
Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed
This newsletter recently addressed proposed treasury regulations that, if enacted, will drastically impact transfers of family businesses. The hearings on the proposed regulations (the “2704 Regulations”) were held this month, and those participating were extremely critical of the proposed regulations.…
Decanting an Irrevocable Trust to Protect Public Benefit Eligibility
Unintended consequences can occur when people fail to consider the effect of a plan on persons with special needs. Estate…
