“Do-It-Yourself” articles and videos can easily be found on the internet that cover everything from... [Read more...]
5 Estate Planning Strategies to Help Your Estate Avoid Probate in Vermont
Probate, the legal process through which a court oversees the distribution of a decedent’s assets,... [Read more...]
Preventing Elder Financial Exploitation in Vermont
Financial fraud and exploitation are the most common forms of elder abuse and neglect, according... [Read more...]
Pumpkin Kisses and Harvest Wishes
As the spooky season transitions into the season of Thanksgiving, it’s important to remember our... [Read more...]
Estate Planning: There’s Something Here for Everyone – Part I
Despite knowing that they should have an estate plan, many individuals give excuses for failing... [Read more...]
Managing an Inheritance: Navigating a Financial Windfall
Inheriting a substantial sum of money or assets can be a life-altering event, and one... [Read more...]
It’s a Great Time to Consider a Donor Advised Fund
As year-end approaches, many individuals look for ways to lower their income tax burden. Charitable... [Read more...]
What Happens to My Debts When I Pass Away?
The primary focus for most people when they contemplate estate planning is the distribution of... [Read more...]
Why Medicare May Not Be Enough
Most Americans qualify for Medicare coverage when they reach retirement age and many of them... [Read more...]
10 Estate Planning Tips to Help Your Plan Succeed
Unless you are exposed to estate planning concepts and strategies on a regular basis they... [Read more...]
What Bruce Willis Can Teach Us About Incapacity Planning
When Bruce Willis announced his retirement from acting because of aphasia, it sent shockwaves through... [Read more...]
What You Need to Know about an Inherited IRA or 401(k)
An inheritance can come in many forms. One of the assets that is frequently passed... [Read more...]
