Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky.
Stephen is a member of the American Academy of Estate Planning Attorneys (AAEPA), a national organization serving the needs of legal professionals concentrating on estate planning. He was on the national Board of Governors for the AAEPA and is the only AAEPA member in Vermont.
His mission is to provide quality estate planning services, including assistance with Living Trusts, Wills, Medicaid Planning, Probate, Trust Administration, Powers of Attorney, Special Needs Planning, and Family Limited Partnerships.
His mission is to provide quality estate planning services, including assistance with Living Trusts, Wills, Medicaid Planning, Probate, Trust Administration, Powers of Attorney, Special Needs Planning, and Family Limited Partnerships.
Latest posts by Stephen Hartnett (see all)
- Building Flexibility into Your Plan - November 20, 2020
- Assignment and Nominee - November 3, 2020
- Leaving Assets Can Be Tricky – Part 2 - October 30, 2020
