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Monthly Archives: April 2016

Estate Planning and Portability Between Spouses

The American Taxpayer Relief Act (ATRA) of 2012 made permanent the federal estate tax exemption amount of $5 million (adjusted annually for inflation to $5.34 million).  ATRA also permanently established the estate tax concept known as “portability”.  While this change was intended to simplify estate tax exemptions for couples, some find it to be just […]

Pending Changes to VA Pension Benefits

Last year the Department of Veteran Affairs proposed changes to the regulations that affect VA Pension eligibility.  Read on to learn how these proposed changes will affect the VA Pension Program benefits for wartime Veterans and the surviving spouses of wartime Veterans once they are implemented. The VA Pension Program currently benefits wartime Veterans and […]

Preparing for Your First Meeting with Your Estate Planning Attorney

Putting together your estate plan can be a daunting endeavor but with the help of an experienced estate planning attorney, the process will be easier than you think, especially if you are properly prepared for your first meeting.  Your estate planning lawyer will guide you through each of the decisions you will need to make […]