Estate Planning

In this blog I wanted to share a couple of letters that came across my desk. These cases highlight some important aspects of dealing with the VA, specifically when it comes to pursuing a Clear and Unmistakable Error (CUE) and understanding the differences between a higher-level review and a supplemental claim. These can be tricky areas to […]

With the holidays just around the corner, many of us are preparing to visit family—parents, grandparents, and other loved ones. It’s a joyful time, but for those with aging family members, these visits can also raise some tough questions. If you’ve noticed memory lapses, confusion, or unusual behaviors, it may be time to consider whether

In this blog I want to dive into one of my favorite topics—estate planning—and give you my top 10 dos and don’ts. Now, before you think, “Dale, estate planning is just for the wealthy, right?”—let me stop you right there. Estate planning isn’t just for the rich and famous, like the Elon Musks of the

Hey folks, Dale Davidson here, the Dear VA Guy. Thanks for tuning in today! A special shoutout to all veterans and their spouses—today we’re diving into a crucial topic: back pay for VA disability benefits. If you’ve recently filed a claim, you might be hearing a lot about this term. So, let’s break it down

When it comes to filing for VA benefits, it can be an overwhelming process. I’ve helped countless veterans navigate the system over the years and get the benefits they deserve. Here I want to talk about what truly defines effective representation before the VA and why having an experienced Veteran advocate is so important, especially

I want to address a topic that often confuses veterans and their families—where to go for help with veteran services. Do you need to visit your local Veteran Services Office (VSO)? Should you see a VA-accredited representative? Maybe even hire a lawyer? There’s a lot of information floating around, and it can be overwhelming to

When I first heard about pet trusts, I thought it was one of those things that people joke about—another quirky idea for overly pampered pets. But after diving into the topic, I realized how vital it can be for those of us who see our pets as family members, or as we often call them

Hey folks, Dale Davidson here from Davidson Law Offices. I want to share something deeply personal yet universally relevant. If you’re anything like me, you’ve probably spent more time planning your next vacation than considering the possibility of needing long-term care someday. But here’s the thing: 70% of us will need some form of long-term

Hey folks! Dale Davidson here from Davidson Law Offices and I’m glad you visited our blog today! I want to dive deeper into estate planning and discuss the last will and testament, an estate planning document that’s crucial for everyone, regardless of their financial status. It’s a common misconception that estate planning is only for

While the term “spring cleaning” is typically used in reference to projects around the house, spring is also a great time to make sure your estate planning documents are correct. Below we’ll go through our estate planning checklist to help you ensure you have what you need to protect yourself and your heirs. We’ve covered

Hey there, fellow planners and forward-thinkers! Today, we’re shaking things up a bit. We’re shifting gears from our usual discussions about VA benefits to delve into the realm of estate planning and organization. Now, stick with me because trust me, this discussion about creating a road map going to be valuable. Remember the days when

Lately we’ve received a lot of questions regarding having a joint will. They’re kind of rare, but I thought I’d add a blog to give you my spin on them. Generally joint wills are created between a married couple. They make a joint decision as to who is going to get their property, how it

Lately we’ve been getting a lot of questions regarding wills and probate. There is a lot of misinformation out there regarding whether or not you have to probate in certain situations. So in this blog we’ll do a little fact or fiction regarding wills, trusts, and in which cases you have to probate. When Do

In this blog we’re going to be talking about estate planning, how to avoid probate, and make sure the right people get your “stuff” when you pass. Personal finance expert Suze Orman once said, “Estate planning is an important and everlasting gift that you can give to your family. Setting up a smooth inheritance isn’t

Online legal document services have become very popular over the last couple decades. People are using these template services to generate their written will, durable power of attorney, living will, healthcare directive, and more. While these services can be helpful for simple wills, many times they are my best referral sources. That’s mainly due to

As we’ve often said about estate planning, trusts are not just for the rich and famous. You don’t need to be wealthy to benefit from a trust. Many of our clients use trusts for asset protection from nursing homes, taking care of special needs children, and more. Below we’ll discuss the differences between a revocable

Estate planning is not only for the rich and famous. If you have a house, you have an estate. If you have a car, you technically have an estate. Even if you don’t have a tremendous amount of wealth, you still need an estate plan. In this blog we’ll discuss the top 7 estate planning

In this blog we’re going to talk about something that will affect 70% of people in the United States — long-term care. We’re all going to be affected by this either directly or indirectly through a family member. Since long-term care is inevitable for most of us, what are your options to pay for it?

Estate planning is not just for the rich and famous and it’s not just for seniors. Anyone over the age of 18 can benefit from having some basic estate planning documents, especially if they are married and have children. Below we’ll discuss why estate planning is for everyone and not just the wealthy. Estate Planning

As an estate planning attorney, we see many cases where family members feel like they’ve been slighted by their parents or grandparents when it comes to the contents of a will. This usually results in what we call a will caveat case. These family members are usually pretty upset because their parents or grandparents didn’t

We have a saying around here in our office: “You truly don’t know someone until you have to share an inheritance with them.” When two or more heirs are splitting an inheritance, there’s always the potential of a family feud. We do see some cases where heirs are cordial to one another, but that’s not

Have you had a family member that had to be placed in a nursing home? If not, you probably know someone who has. Statistics say that 70% of us will need some type of long-term care in our lifetime. That’s a scary statistic — almost 3 of every 4 people! If those statistics are true,

Are you a veteran suffering from PTSD as a result of traumatic events that you experienced while in service? It is likely that you are entitled to disability benefits through the VA. These Disability Indemnity Compensation (DIC) benefits require that you meet several criteria relating to your diagnosis and your time served. Here we’ll discuss