While summer gives us pools, barbecues, and a break from the usual grind, it also... [Read more...]
Blended Families and Inheritance Conflicts in Vermont
Modern families frequently include second marriages, long-term partnerships, and children from prior relationships. When you... [Read more...]
How Much Discretion Should Your Vermont Trustee Have?
Trusts play a central role in many well-designed estate plans, offering flexibility, control, and long-term... [Read more...]
That Would Never Happen: The Most Dangerous Words in Estate Planning
One of the most common—and dangerous—phrases in Estate Planning is “that would never happen.” This... [Read more...]
How to Protect Your Vermont Estate from Probate Delays
Probate avoidance is a priority for many people engaged in estate planning, and that priority... [Read more...]
Vermont Medicaid Planning: What You Need to Know
As you enter retirement, protecting your health and financial security becomes increasingly important. Many retirees... [Read more...]
What Are the Benefits of Including an Incentive Trust in Your Estate Plan?
An incentive trust is a unique estate planning tool that can guide and motivate beneficiaries... [Read more...]
Hulk Hogan and Disclaimers…?
When Terry Bollea, aka “Hulk Hogan,” died on July 24 at age 71 in his... [Read more...]
When to Revise Your Vermont Estate Plan: Life Changes to Watch
Effective and successful estate planning is an ongoing process, not a one-time task. Your documents... [Read more...]
Secrets to Maximize Your Vermont Estate’s Tax Benefits
Planning how your property will be passed to loved ones and other beneficiaries after you... [Read more...]
How Vermont Families Can Plan for Long-Term Care Costs
As life expectancy rises, we all face a greater chance of needing assistance with daily... [Read more...]
Vermont Digital Estate Planning Checklist
As part of a comprehensive estate plan, estate planning attorneys routinely ask clients to prepare... [Read more...]
