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Vermont Estate Planning and Medicaid Planning Attorneys

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Planning for Special Needs Children

November 29, 2019 by Stephen Hartnett

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Trusts, planning, special needs

Planning for Education Expenses

November 15, 2019 by Stephen Hartnett

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how a trust can be used to provide for your child or grandchild’s education. The article looks at how a trust can protect those funds. Planning for Education Expenses … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Trusts, planning, 529, education

529 Plans: Planning for Education with a Tax and Asset Protection Bonus

November 8, 2019 by Stephen Hartnett

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how 529 plans may have tax advantages when providing for education. Further, the article looks at how such a plan may provide asset protection in bankruptcy, as well. 529 Plans: Planning for Education with a Tax and Asset Protection Bonus … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Trusts, planning, 529, education

Estate Planning Survey: Americans Are Woefully Unprepared

September 18, 2019 by Ellen LaPlante

unprepared estate planning

While it is true that passing away is at the bottom of everyone’s to do list, it is an inevitability that we should all face head on. It is important to take the right steps to make sure that your legacy is passed along in accordance with your wishes after you are gone. Unfortunately, a very surprising majority of Americans have no estate planning documents at all. Eye Opening Survey Results A legal website engaged Harris Interactive to conduct an in-depth survey a while back that was intended … [Read more...]

Filed Under: Estate Planning Tagged With: Wills, Trusts, Intestacy

When Will My Heirs Receive Their Inheritances?

September 11, 2019 by Stephen Unsworth

heirs inheritances

When you are planning your estate, you have options. There are various different ways that you can get inheritances into the hands of your loved ones after you pass away. It is possible to be proactive about the facilitation of timely asset transfers. If you were to use a last will as your primary asset transfer vehicle, you would name an executor when you create the document. This person would serve as the estate administrator. After your passing, the will would be admitted to probate. … [Read more...]

Filed Under: Estate Planning Tagged With: Wills, Probate, Trusts, estate administration

Your Estate Plan Should Be Custom Crafted

August 21, 2019 by Ellen LaPlante

estate plan

The ideal estate plan will include documents that are created as a response to the specific circumstances that exist. You have many different options, and you should act in a fully informed manner. An estate planning document that is appropriate for one person may not be necessary for the next. For example, high net worth individuals who are exposed to the federal estate tax would want to implement estate tax efficiency strategies. The tax comes into play if you are transferring more than the … [Read more...]

Filed Under: Estate Planning Tagged With: Wills, incapacity planning, Trusts

A Look at Two Useful Inheritance Planning Tools

August 7, 2019 by Ellen LaPlante

inheritance planning

There is the right tool for the right job in any field of endeavor, and this certainly comes into play when you are talking about inheritance planning. You have many different options when you are planning your estate, and you should carefully explore them so that you can provide for each person that you love in the ideal manner. If you have someone in your family with special needs, you may want to make this individual more comfortable, either through an inheritance or a direct lifetime … [Read more...]

Filed Under: Estate Planning Tagged With: Inheritance Planning, Trusts

Kiddie Tax is Worse Than Ever

June 28, 2019 by Stephen Hartnett

The Kiddie Tax can apply to the unearned income of children. Read on to learn if this tax applies to you or your children. Also, learn ways to avoid the Kiddie Tax. Kiddie Tax is Worse Than Ever … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Trusts, beneficiaries, income tax, Kiddie Tax

Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

March 13, 2019 by Stephen Hartnett

TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more. Beneficiary Designations, etc., Aren’t a True Substitute for a Trust … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Trusts, beneficiary designation, joint tenancy, pay on death, POD, TOD, transfer on death

How Are Trusts Taxed?

January 25, 2019 by Stephen Hartnett

Trusts are useful vehicles both during life and after death. This article examines how trusts are income taxed. Grantor trusts are taxed to the grantor, regardless of whether the income is distributed to them. Nongrantor trusts are separate taxpaying entities but get a deduction for distributions to beneficiaries. Read the article to learn more. How Are Trusts Taxed? … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Trusts, grantor trust, nongrantor trust

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Essex Junction, VT

26 Railroad Ave
Essex Junction, VT 05452
United States (US)
Phone: (802) 879-7133
Fax: (802) 879-0408

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Office Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM

Albany, NY

415 New Karner Road
Albany, NY 12205
Phone: (518) 389-6020
Fax: (518) 389-6074

Map

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Office Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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