People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 6: Why … [Read more...] about The Questions of Estate Planning, Part 6: Why
incapacity
The Questions of Estate Planning, Part 5: How
People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 5: How … [Read more...] about The Questions of Estate Planning, Part 5: How
The Questions of Estate Planning, Part 3: When
People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...] about The Questions of Estate Planning, Part 3: When
Incapacity Planning
Nobody wants incapacity, not for yourself and not for your loved ones. But planning for that possibility can avoid complications and increase options. The article discusses the elements of incapacity planning and the need for flexibility to do Medicaid planning. It discusses how a trust with Medicaid triggers can allow that. Incapacity Planning … [Read more...] about Incapacity Planning
Revocable Living Trusts
Created to transition certain legal rights in case of incapacity, revocable living trusts are an important tool for those planning for their future. It’s a written contract between the grantor or settlor (the one who creates it) and the trustee – the one named to oversee the trust. It’s not at all uncommon, especially in Vermont, that a grantor is also the trustee. It might be that there is more than one grantor, too. It’s these types of versatile options that make them popular. In a … [Read more...] about Revocable Living Trusts
