Posts by category

Category: Life Insurance
- Money in Your Pocket
- How Much Life Insurance Do You Need?
Category: Gift Tax Exclusion
- What Is the Annual Gift Tax Exclusion
Category: Beneficiary
- Is It Time to Update Your Beneficiaries?
- The Beneficiary Designation Form
- Estate Planning for Divorces
- Options for Leaving Money to Your Children
Category: Taxes in Vermont
- Free Report: Do I Pay Taxes When Someone Leaves Me Money
Category: Business Planning
Category: Trust
- Trust Creation Mistakes to Avoid
- Trustee Discretion – How to Avoid Too Much or Too Little
- How Do I Choose the Right Trustee?
- When Is an Irrevocable Trust the Best Choice?
Category: Estate Planning
Category: Legal Education
- Planning for the “Silver Tsunami”
- Discharge of Indebtedness Income and Student Loan Forgiveness
- More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
- Lessons from Patagonia
- The Intersection of Asset Protection Planning and Estate Planning – Part I
- Understanding Undue Influence – Part II
- Death and Your Digital Footprint
- Understanding Undue Influence – Part I
- How Do I Trust Thee…Part III
- How Do I Trust Thee…Part II
- How Do I Trust Thee…Part I
- What Makes a Will or Trust Invalid
- How Do I Title Thee…Part 1
- Business Succession Planning May Be Easier than You Think
- The Toll of Serving as Fiduciary
- What Estate of Marion Levine Means for Life Insurance
- Estate Planning – Something You Shouldn’t Do Yourself
- The Evolution of our Unified Estate and Gift Tax System
- The Intersection of Legacy Contacts and Estate Planning
- It’s Better to Give Than to Receive
- Tax Planning for 2022
- It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
- Charitable Planning in Times of Crisis
- How Estate Planning Documents Help Prevent Elder Abuse
- Estate Planning Reduces Stress During High Anxiety Times
- It’s Important to Have a Coordinated Estate Plan
- Advantages of Using a “Grantor Trust” in Planning
- Dangers of Do-It-Yourself Estate Planning
- Dynasty Trusts
- Joint Tenancy Problems in Estate Planning
- Biden Administration Could Reduce Estate Tax Exclusion
- Starting the New Year Right
- Updating Your Plan: Beneficiary Designations
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- Fair Isn’t Always Equal and Vice Versa
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Leaving Assets Can Be Tricky – Part 3
- What the 2020 Election Could Mean for Your Estate Plan
- Preparing for the Unexpected…and the Eventual
- Generational Wealth is Key to Leveling the Playing Field
- The Basics: Powers of Attorney for Healthcare
- Use the Exclusion or Lose It
- Planning for Incapacity
- Will Your Estate Plan Still Work If You Move?
- Building Flexibility into Your Plan
- Assignment and Nominee
- Leaving Assets Can Be Tricky – Part 2
- Leaving Assets Can Be Tricky
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- The Basics: “HIPAA” Powers
- Removing Life Insurance from the Taxable Estate
- The Basics: Financial Power of Attorney
- Whom Do You Want to Get Your Assets?
- Best Places to Retire: State Taxation
- Low-Interest Loans: An Estate Planning Technique
- Uncompensated Transfers
- Irrevocable Medicaid Trusts
- Academy’s Spring Summit Virtually Perfect
- Families Gather in Novel Ways in Pandemic
- Economic Fallout from Coronavirus May Provide Opportunities
- Shrunken Asset Values Open Estate Planning Opportunities
- Coronavirus and Nursing Homes
- Planning for the Sandwich Generation
- Joint Tenancy Pros and Cons
- Beneficiary Designations and Other Non-Probate Transfers
- The SECURE Act and What It Means for You
- How Will You Age in Place and Be Able to Die at Home?
- Preparing for Coronavirus
- Planning for the SECURE Act
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Tax Planning for 2020
- Estate Planning Conference Discusses SECURE Act and More
- The Questions of Estate Planning, Part 6: Why
- The Questions of Estate Planning, Part 5: How
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2
- The Questions of Estate Planning, Part I: Who
- Continuing Legal Education in San Diego
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- Planning for Special Needs Children
- Planning for the Unexpected
- Planning for Education Expenses
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- Income Tax Basis
- How Will You Obtain the Care You Need?
- Make Your Own Plan
- Many Reasons to Plan
- Why Crowdfunding May Cost You Medicaid Eligibility
- Planning for Step-Children
- Disinheritance
- Your Planning Can Help Your Loved Ones
- The Importance of Communicating Your Plans
- How Much is Too Much?
- Staying Current on Estate Planning
- Kiddie Tax is Worse Than Ever
- What is a GST Trust?
- Making Trusts More Flexible
- Trust Protectors Add Flexibility
- Modifying an Irrevocable Trust
- What are UGMA and UTMA Accounts?
- What Are 529 Plans and What Are Their Advantages?
- ABLE Accounts
- New Estate Tax Proposal
- State Income Taxation
- State Income Taxation of Nongrantor Trusts
- New Tax Proposals
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- Selecting an Agent
- Nongrantor Trusts Can Be Very Useful in Certain Situations
- How Are Trusts Taxed?
- Grantor Trusts Provide Flexibility and Ease
- Turning the Page on 2018 and Looking Forward to 2019
- Giving Back
- Proposed Regulations Address “Clawback” Issue
- Aretha Franklin Died Intestate: What Does It Mean for Her Family?
- Estate Planning is for You, Not Just Your Parents or Grandparents
- Planning for the Client Moving Overseas
- What’s a 529 Plan and What Are the Benefits to Using One?
- Planning for Frequent Flyer Miles
- Incapacity Planning
- A Special Option for Special Kids
- Basics of Estate Planning: Getting the Most out of Charitable Gifts
- Law in the U.S. can be Participatory
- Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
Category: Wills
Category: Estate Planning
- The Intersection of Asset Protection Planning and Estate Planning – Part II
- What Happens If I Die Without a Will in Vermont?
- 10 Things You Can Do to Make Your Estate Plan a Success
- What You Need to Know before You Execute a Power of Attorney
- Use Trust Protectors for Added Protection and Flexibility
- Income Tax Basis in Estate Planning
- Top Five Insider Estate Planning Tips
Category: Probate
Category: Uncategorized
Category: Trusts
Category: Financial Planning
- Tax Planning for 2021
Category: Special Needs Planning
Category: Medicaid
Category: income tax
- Neither Age Nor Health Determines Whether You Need an Estate Plan
Category: Elder Law
Category: Retirement Planning
- Best Countries for Retirement
- Social Security Retirement Benefits – How to Decide When to Retire
- How Does Vermont Rank for Retirees?
- Practical Retirement Planning Tips
- Weigh the Impact of Taxes During Retirement
- Biden Would Like to Reform Social Security
- An Overview of Proposed Secure Act 2.0
- Taxes Can Impact Retirement Choices
- 2021 Medicare Cost Increases at a Glance
- Will Social Security Go Up in 2021?
- Holistic Planning Should Start Early
- 4 Signs You’re Not Ready to Retire
- What Kinds of IRAs Should You Consider During Retirement Planning?
- Vermont Senator & Presidential Candidate Wants to Expand Social Security
- Key Issues That Will Impact Your Retirement Plan
- Are 401 (k) Plans in Trouble?
- Inheriting an IRA
- What are Your Retirement Goals?
- What Your IRA Beneficiaries Need to Know
- Retirement Planning in Essex Junction: Reverse Mortgages and Seniors – Not the Cure-All
- NAELA Issues Long Term Care Concerns
- Panic in Detroit
- Stretching an IRA
- Have You Considered Retirement Outside the United States?
- What You Need to Know About Social Security Survivors Benefits
Category: technology
Category: legacy planning
- How a Serious Illness Could Hurt Your Legacy
- Considerations in Legacy Planning
- Inheritance Planning: Consider the Recipients
- What Is the Difference Between Legacy Planning and Estate Planning?
- When Families Battle Over Sentimental Assets
- Succession Planning, Cookie and the Three Sons
Category: Will
- Is an Oral Will Valid in Vermont?
- How to Avoid Mistakes When Creating Your Last Will and Testament
- The Role of a Will in Vermont
- Free Report:Is Legacy Planning for You?
Category: consumer
Category: Taxpayer Relief
- Portability and American Taxpayer Relief Tax Act of 2012
Category: Attorney
Category: General
- What You Need to Know about Elder Abuse
- How to Apply for Senior Medicaid in Vermont
- Does My 401(k) Account Count for Medicaid Eligibility?
- Senior Care Options
- Do I Need an Estate Plan If I’m Single Without Children?
- How to Pick the Right Nursing Home
- Should I Hire a Lawyer to Help Me Administer a Trust?
- Vermont Medicaid Eligibility for Seniors
- Are Alzheimer’s and Dementia the Same Thing?
- Common Estate Planning Questions Answered
- How to Provide for Your Non-Citizen Spouse in Your Estate Plan
- How Can an Elder Law Attorney Help Me?
- Last-Minute Medicaid Planning – Can It Still Help Me?
- What Are the Duties and Responsibilities of an Executor?
- Steps in Creating a Trust
- How to Spot Signs of Elder Abuse
- Is a Trustee Paid?
- Should I Have Long-Term Care Insurance?
- What Can I Do to Discourage a Will Contest after I Am Gone?
- Am I Required to Accept an Inheritance?
- Why Do I Need an Advance Directive?
- What Assets Avoid Probate?
- What Should Be Included in My Estate Plan?
- Can a Trustee Be Fired?
- Veterans Aid and Attendance Benefits – What You Should Know
- Common Trusts Explained
- Is It Time to Review Your Estate Plan?
- How Long Will a Beneficiary Have to Wait for Their Inheritance?
- Why Do I Need to Include Medicaid Planning in My Estate Plan?
- How to Protect Your Pet in Your Estate Plan
- 6 Ways in Which Your Assets Might Be at Risk
- Why You Need a Trust to Protect Your Young Family
- Estate Planning Basics for Young Families
- Understanding the Difference between Medicaid and Medicare
- Questions to Consider When Choosing Your Executor
- Why Should I Include Probate Avoidance in My Estate Plan?
- How Can I Include Charitable Gifts in My Estate Plan?
- Dog Ownership, Seniors, and Pet Planning
- Five Things to Know About Probate
- Estate Planning Considerations for a Second Marriage
- How Many People Rely on Medicaid?
- What if Your Power of Attorney Isn’t Durable?
- Vermont Inheritance Laws for Minor Children
- What are Some of the Top Asset Protection Strategies?
- What’s Behind Soaring Medicare Prescription Costs?
- Should Seniors Be Concerned About Cloud Security?
- 5 Myths About Elderly Women in the U.S.
- Independent Seniors who are Tech Savvy
- On the Horizon: Medicaid, Medicare Changes
- Is Long-Term Care Insurance a No Win?
- Telehealth Enhancement Act of 2013
- Protecting Fido: Establish a Pet Trust
- Discussing Our Mortality With Loved Ones
- Are Charitable Trusts Good for Taxes?
- Bitcoins are Digital Assets
- Healthcare Site Hit with Malicious Software
- 3 Ways You Should be Protecting Your Retirement
- Don’t Make Assumptions with Long Term Care
- Understanding Special Needs Trusts
- Use Caution When Writing Conditional Will
- The One Hard Rule with Crummey Trusts
- Can Long Term Care Coverage Make a Difference?
- How Well Does Your Estate Planning Attorney Treat You?
- Perspective: Lump Sum Retirement Payout or Pension Payments?
- Heirs and Credit Card Debt
- Vermont Telemed and Medicaid, Private Insurance
- A Look at Medicaid’s 340B Program
- When You’re Wealthy, but Want Your Kids to Earn Their Own
- Vermont Same Sex Marriages
- When Nursing Homes and Reverse Mortgages Clash
- Donald Sterling Found to be Mentally Unfit
- A Fresh Look at Medicare Advantage
- Breaking Down SSDI and SSI
- Medicare’s Vast Cardiac Rehab Program
- Avoiding Mistakes in Your Power of Attorney
- The Road to a Complete Estate Plan
- The Role of Life Insurance in Estate Planning
- The Dreaded Estate Tax
- Marriage and Retirement
- Yes, Estate Planning Matters
- The Risks of No Contest Clause
- Elderly Activism?
- Disappointing Turnout for Alzheimer’s Testimony
- Is Telemedicine the Solution for America’s Healthcare Disaster?
- VT Seniors: Secondary Coverage or Second Class Citizens
- A Look at HEMS Standards in Estate Planning
- Elder Abuse Act: What Alabama Did, But Congress Cannot
- What Are the Responsibilities of an Executor?
- Do I Have to Use an Estate Planning Attorney?
- Stay Ahead of Your Estate Planning Process: Part Two
- Special Needs Planning
- Don’t Want a Will? Then Let the Courts Decide!
- Celeste Holm Dies at Age 95
- Estate Planning 101
- Simple Estate Planning Mistakes You Can Avoid
- Avoid the Family Feuds: Discuss Estate Planning Ahead of Time
- Mediation May Save You Money in the Long Run
- Between Retirement and Elder Years
- Elderly Targeted in Obamacare Scams
- How to Minimize Legal Fees in Estate Planning
- How Much Should Estate Planning Cost?
- Estate Planning Includes Your Business Too
- Is Estate Planning Really a Priority?
- Three Reasons You Need Estate Planning
- Six Events that Call for an Estate Plan Change
- What’s Missing? Common Trust Mistakes That Can Cost Later
- Did You Skip Emergency Planning?
- The Repercussions of Creating a DIY Will and Trust
- Transferring Your Residence to Heirs
- HIPAA: The Number One Missed Step in Today’s Estate Plan
- Power of Attorney and Durable Power of Attorney: What is the Difference?
- Common Errors Found in DIY Estate Planning Programs
- Preparing Your Digital Assets for Estate Planning
- Medicaid, Alzheimer’s and the Future
- Home Funerals Making a Comeback?
- Is Assisted Living Right for Your Loved One?
- Retirement Truths
- Single People Need Estate Plans: 10 Reasons Why
- What Happens to Student Loan Debt after Death?
- Ensuring Pro Athletes Have Asset Protection
- What if a Will is Created under Undue Influence?
- Planning Your Family’s Financial Future as a Female Entrepreneur
- Protecting Mom and Dad from an Abusive Power of Attorney
- When Should You Allow Your Children Access to their Inheritance?
- Estate Planning is For The Elderly….Wrong!
- Businesses Need Legal Advice for Wise Planning
- Powers of Attorney and Wills Important as You Age
- Good and Bad about Working after Early Retirement
- Buy-Sell Agreements Help Stabilize Business after Partner’s Death
- Grieving Is Devastating but Necessary
- Saving the Farm is No Small Task
- Protect Your Children from Losing Inheritance in Divorce Proceedings
- Elder Financial Scams Growing
- Flexibility is an LLC’s Middle Name
- Living, Beating, Giving Hearts Important to Life
- How are Retirement Benefits Divided upon Death and Remarriage?
- Facing Long-Term Care? Consider an Irrevocable Living Trust
- Challenging a Will no Easy Contest
- Risky Not to Hire Professionals from the Start
- Reasons for Prenuptial Agreements Are Changing
- Proper Trust Administration Essential
- Obtaining a Death Certificate for Trust Administration
- Charitable Giving Through a Private Family Foundation
- Choosing the Right Insurance Payout Option
- SSI Eligibility Rules Important for Trustees’ Understanding
- Passing Down a Legacy of Faith and Values
- New Medicaid Income Eligibility Methodology
- DIY Living Trust: Proceed with Caution
- Funeral Costs Keep Rising
- Know Your Veterans Benefits
- Think Twice Before Taking a Pension Advance
- Same Sex Couples and the Federal Estate Tax
- Mediterranean Diet Cuts Risks, as Does Estate Planning
- Who and How Do You Trust?
- Having Fun? Then You’re Likely Retired!
- Avoiding Probate Pitfalls: Non-Probate Assets and Small Estates
- Financial Power of Attorney Explained
- Prepaid Burial Planning: Is it really a good idea?
- To Disinherit, Reduce a Bequest, or Choose Another Strategy?
- Discussing Bequests with Your Heirs
- Health Care at End of Life is Your Decision
Category: Medicare
- Medical Care is Expensive for Seniors, Even With Medicare
- Budget Agreement Limits Part B Increases
- What’s Going on With the Massive Medicare Increases?
- CMS Final 2016 Medicare Payment and Policy Updates
- Is Your Medicare Advantage in Danger?
Category: Business succession
Category: Incapacity Planning
- Prepare for Incapacity to Prevent a Guardianship
- Is There a Way to Prevent a Guardianship?
- Why Is a Power of Attorney Part of an Estate Plan?
- Don’t Overlook Advance Directives for Health Care
- Census Report: Burlington Senior Population Exceeds National Average
- How Is a Power of Attorney Used in Estate Planning?
- Incapacity Planning Is a Must
- What Happens if it is Too Late for a Power of Attorney?
- What Kinds of Healthcare Directives Do You Need?
- What Happens if You Don’t Create a Durable Power of Attorney?
- Vermont Residents Describe What it is Like to Live with Alzheimer’s
- What is a Springing Power of Attorney and Why Do You Want One?
- Does a Durable Power of Attorney Give Authority to Make Health Care Decisions?
- What Documents Should be Part of Your Living Will?
- Should I Have a Durable Power of Attorney for Health Care?
- DOJ Unveils Online Complaint Form for Disabled
- Big Changes in Nursing Home Scoring Algorithms
- For-Profit Hospice Providers: Double Edged Sword
- Free Report: Inherit A Home With a Mortgage: Here’s What You Need to Know
- Incapacity Planning in Vermont
- Tragic Reminder of Importance of Advanced Directives
- Senior Citizens Reality: 1 in 4 File Bankruptcy
- What is a Durable Power of Attorney?
- Good News for Caregivers of Elderly and Disabled in Vermont
- Appealing a Denial in SSI Coverage
- How Well is Vermont’s End of Life Law Faring?
- Alzheimer’s and Long Term Care
- Protecting Yourself against Mental Disability
- Power of Attorney: Putting Your Life in Another Man’s Hands
- Creating an Advance Health Care Directive
- Adult Guardianship
- Essential Incapacity Planning Documents
Category: Living Trusts
- Questions to Ask Yourself When Creating a Trust
- Using a Living Trust to Plan for the Possibility of Incapacity

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