2018

InterActive Legal is delighted to commemorate 15 years of dedicated service by Senior Application Developer, Deslin Simmons. A veteran member of the team, Deslin worked with InterActive Legal authors and principals, Mike Graham and Jonathan…

This installment will focus on the expanded definition of deductible medical expenses and how it will be beneficial in allowing many veterans and their surviving spouses to qualify for Aid & Attendance.

Estate planning for clients with children from different marriages can sometimes be challenging. Even raising the issue can be difficult, but once you’ve determined with your client how they would like to address their blended family, your…

The big news coming out of the regulations is that the VA is imposing a 36-month look-back period on asset transfers. For planners, the news is a bit of a mixed bag. As will be discussed, while the imposition of a look-back period and…

In January 2015, the Department of Veterans Affairs (the "VA") published proposed regulations amending eligibility requirements for its needs-based programs, including the veteran's aid and attendance pension benefit for veterans and their…

The news is full of stories about celebrity estate planning disasters, whether triggered by the death of a famous person, or questions regarding a living celebrity’s mental or physical health. Controversy surrounding the estate plan – or…

The case is about to settle, or the verdict is in, and now the client wants to know how will it affect his or her benefits. First, you will likely have to help the personal injury (PI) attorney assess the type or types of benefits the…

All InterActive Legal practice systems have options for leaving property in trust for descendants, either after the client’s death, or after the subsequent death of the client’s surviving spouse. Similar trusts can be created for nieces and…

I will confess that I, as an estate planner, spent several years without an adequate estate plan of my own. It makes me wonder how many of my colleagues are in the same boat. As estate planners, we should arguably have the most up-to-date…

Primer on the creation and execution of direct response, education-style marketing complete with real examples from small & solo firms.