Posts by category

Category: General
- 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?
- Should I Use a Living Trust to Distribute My Estate?
- 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
- Big Changes in Nursing Home Scoring Algorithms
- 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: 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
- 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: Life Insurance
- Money in Your Pocket
- How Much Life Insurance Do You Need?
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: Business Planning
- How to Protect Your Business in Your Estate Plan
- Life Insurance Provides Succession Solutions
- Estate Planning Solution for Business Partners
- Two Business Structures That Provide Asset Protection
- Inheritance Planning for Business Partners
- What is a Vermont Reverse Mortgage and Should I Consider It After Retirement
- Your Family Owned Business
- Portability and American Taxpayer Relief Tax Act of 2012
- The Psychology of Family Limited Partnerships in Vermont
- Is a Family Limited Partnership Right for You?
- Farm Ownership Transfers Set to Increase Soon
- Congress Extends Farm Bill Provisions
- Business Planning Provides Motivation and Reference Points
- Business Planning & Preventing Legal Disasters
Category: Estate Planning
- What Estate of Marion Levine Means for Life Insurance
- 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
- Five Important Facts About IRA Estate Planning
- Tax Planning for 2022
- It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- IRS Announces Adjusted 2022 Estate Tax Exclusion
- As the New Year Approaches, Schedule an Estate Plan Review
- Charitable Planning in Times of Crisis
- These Questions Will Help You Create an Estate Plan Outline
- How Estate Planning Documents Help Prevent Elder Abuse
- Why Would Someone Use a Life Estate?
- Is Life Insurance Part of Your Estate Plan?
- Does an Estate Beneficiary Pay Capital Gains Taxes?
- Why Should You Have an Estate Plan?
- Why Would You Want to Avoid Probate?
- Estate Planning Error Fueled Family Legal Battle
- Estate Planning Reduces Stress During High Anxiety Times
- Can You Revoke Your Trust?
- Estate Planning: Have You Covered All Your Bases?
- Can You Revoke Your Trust?
- These Steps Will Lead to the Ideal Estate Plan
- Can You Establish a Trust for a Dog?
- When Should You Use a Trust Instead of a Will?
- Four Tips to Help You Prevent Estate Challenges
- Revise Your Estate Plan Before It’s Too Late
- On a Plane With an Estate Planning Lawyer
- These Estate Planning Myths Can Lead You in the Wrong Direction
- What Is a Fiduciary Duty?
- Vacation Home Owners: Be Aware of Ancillary Probate
- It’s Important to Have a Coordinated Estate Plan
- Is Your Estate Plan Up-to-Date?
- Advantages of Using a “Grantor Trust” in Planning
- Dangers of Do-It-Yourself Estate Planning
- Take These Steps to Jumpstart Your Estate Planning Efforts
- Yes, You Need an Estate Plan
- These Living Trust Benefits May Be Overlooked
- Yes, Millennials Need Estate Plans
- Legal Assistance Is Invaluable During the Trust Administration Phase
- Are There Gaps in Your Estate Plan?
- These Estate Planning Tips Will Help You Protect Your Family
- What Happens to Assets Not Included in Your Living Trust?
- Facilitate a Smooth Estate Administration Process
- Can You Dissolve a Trust?
- An Overview of Estate Planning With Life Insurance
- Five Must-Have Estate Planning Documents
- 2021 Estate Planning Survey Yields Interesting Results
- Trust Administration Demystified
- Share Final Arrangement Preferences in Your Estate Plan
- Consider These Five Estate Planning Questions
- Do You Still Control Property in a Living Trust?
- Estate Planning: Where Do You Begin?
- Dynasty Trusts
- Can You Change a Trust?
- Joint Tenancy Problems in Estate Planning
- Five Reasons to Use a Trust
- Do You Need a Will With Your Living Trust?
- Biden Administration Could Reduce Estate Tax Exclusion
- What Is a Testamentary Trust?
- Starting the New Year Right
- Words to the Wise: Five Estate Planning Suggestions
- Updating Your Plan: Beneficiary Designations
- Was There a 2021 Gift Tax Exclusion Increase?
- “Simple” Estate Planning Solutions Can Get Complicated
- Tax Planning for 2021
- Four Inheritance Planning Tips for Blended Families
- What Is the 2021 Vermont State Estate Tax Exclusion?
- Updating Your Plan: Your Trust or Will
- Things You Need to Know About Simple Wills
- Beware of These Probate Avoidance Ideas
- Updating Your Plan: Powers of Attorney
- Do You Need an Attorney to Plan Your Estate?
- Fair Isn’t Always Equal and Vice Versa
- These Estate Plan Details Are Often Overlooked
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Who Inherits Assets When There Is No Will?
- Leaving Assets Can Be Tricky – Part 3
- Tony Hsieh of Zappos Fame Died Without a Will
- What the 2020 Election Could Mean for Your Estate Plan
- New Year’s Resolution: End the Estate Planning Procrastination
- IRS Releases 2021 Estate Tax Exclusion Adjustment
- 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
- How Do 529 College Savings Plans Work?
- Planning for Incapacity
- Legacy Planning Is an Expression of Gratitude
- Estate Planning Demystified
- Will Your Estate Plan Still Work If You Move?
- What Is a Step-Up in Basis
- Building Flexibility into Your Plan
- Address These Sources of Inheritance Erosion
- Assignment and Nominee
- Leaving Assets Can Be Tricky – Part 2
- Can a Senior Put a Dog In an Estate Plan?
- Leaving Assets Can Be Tricky
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- Estate Tax & Inheritance Tax: Is There a Difference?
- The Basics: “HIPAA” Powers
- Is Your Estate Plan Outdated?
- Removing Life Insurance from the Taxable Estate
- An Incentive Trust Can Provide a Solution
- The Basics: Financial Power of Attorney
- Estate Planning for Second Marriages
- Whom Do You Want to Get Your Assets?
- Advance Directives Are a Must for Young Adults
- Best Places to Retire: State Taxation
- Low-Interest Loans: An Estate Planning Technique
- Planning Solution for a Spendthrift Heir
- Uncompensated Transfers
- Estate Planning Solution for Senior Pet Owners
- Irrevocable Medicaid Trusts
- Will Election Trigger Estate Tax Changes?
- Academy’s Spring Summit Virtually Perfect
- Families Gather in Novel Ways in Pandemic
- No RMDs for IRA Beneficiaries in 2020
- Basic Facts About Digital Estate Planning
- COVID-19 Shows the Importance of Estate Planning
- Economic Fallout from Coronavirus May Provide Opportunities
- Legacy Planning: Leave a Piece of Your Heart
- Coronavirus and Nursing Homes
- Edith Windsor Changed LGBT Estate Planning
- Four Myths About Trusts Debunked
- Planning for the Sandwich Generation
- Joint Tenancy Pros and Cons
- Can You Change a Living Trust?
- Beneficiary Designations and Other Non-Probate Transfers
- The SECURE Act and What It Means for You
- Estate Planning: Attend to the Details
- How Will You Age in Place and Be Able to Die at Home?
- Preparing for Coronavirus
- Estate Taxes Can Erode Your Legacy
- Planning for the SECURE Act
- Top Five Estate Planning Mistakes
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- When Would You Use an Irrevocable Trust?
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Tax Planning for 2020
- Fraud Case Has Elder Law/Estate Planning Implications
- Estate Planning Conference Discusses SECURE Act and More
- The Questions of Estate Planning, Part 6: Why
- Estate Tax Exclusion Adjusted for Inflation
- The Questions of Estate Planning, Part 5: How
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- Is a Bequest to Your Spouse Taxable?
- 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
- Resolve to Update Your Estate Plan in 2020
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- Can a Trust Be Changed?
- 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
- Make Your Own Plan
- Estate Planning: Build a Family Relationship
- What Is a Step-Up in Basis?
- Many Reasons to Plan
- Why Crowdfunding May Cost You Medicaid Eligibility
- Planning for Step-Children
- A Family Limited Partnership Can Protect Assets
- Disinheritance
- Your Estate Plan Should Be Custom Crafted
- Your Planning Can Help Your Loved Ones
- Charitable Giving Can Punctuate Your Legacy
- The Importance of Communicating Your Plans
- A Look at Two Useful Inheritance Planning Tools
- 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
- Vermont State Estate Tax: Property Counts
- 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
- Have You Considered the Impact of a Guardianship?
- Two Tax Issues That Can Impact Your Estate
- State Income Taxation
- Living Trusts Provide Versatility
- State Income Taxation of Nongrantor Trusts
- Can an Irrevocable Trust Be Changed?
- New Tax Proposals
- Estate Planning for Family Owned Businesses and Farms
- 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
- 2019 Estate Tax Change Can Affect Albany Residents
- Giving Back
- Proposed Regulations Address “Clawback” Issue
- Aretha Franklin Died Intestate: What Does It Mean for Her Family?
- Can You Give Gifts to Avoid the Estate Tax?
- Estate Planning is for You, Not Just Your Parents or Grandparents
- Why Would You Use an Irrevocable Trust?
- 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
- How Burlington Estate Planning Lawyers Can Help You Protect Your Pets
- Why Young Families Should Work with Essex Junction Estate Planning Attorneys
- Burlington Estate Planning Attorneys Explain the Importance of Advanced Directives
- How Can You Find Burlington Estate Planning Lawyers to Help You?
- A Special Option for Special Kids
- How to Make a Plan to Protect Your Pets
- How to Pick a Legal Guardian for Your 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
- What Happens if You Die in Debt?
- How Much Do Seniors Need to Save to Cover Healthcare Expenses?
- Estate Planning Advice for Single Parents
- 3 Reasons You Need to Talk With an Estate Planning Lawyer When You Have a Baby
- Are There Special Rules for Estate Taxes and Family Farms?
- How to Protect Your Pets in Your Estate Plan
- How to Prepare Before Meeting with a Burlington Estate Planning Lawyer
- What is a Family Limited Partnership and Do You Need One?
- What are the Benefits of Making Charitable Gifts
- How Often Should You Update Your Plans with Help from a Vermont Elder Law Attorney?
- When Should Pet Owners Consider Pet Planning?
- Why Are Estate Taxes Charged on Some Estates?
- What to Do if an Agent is Mismanaging Assets Meant for an Inheritance?
- Are DIY Living Trusts a Good Idea?
- What is a Marital Deduction Trust?
- Disability Planning: Protect Yourself In Advance
- Will You Be Exposed to the Estate Tax?
- Why Do I Need a Durable Power of Attorney?
- Incentive Trusts Provide Guidance
- 5 Ways Estate Planning Lawyers Protect Families
- Who Should Get Help With Estate Planning Services?
- What Is the Annual Gift Tax Exclusion?
- Do I Pay Taxes When Someone Leaves Me Money?
- Is DIY Estate Planning Effective?
- What Is a Qualified Personal Residence Trust?
- Federal Estate Tax Exclusion Adjusted Slightly in 2016
- Should I Use My Transfer Tax Exclusion During My Life?
- Can I Leave My Estate to My Spouse Tax-Free?
- Will My Heirs Be Forced to Pay an Inheritance Tax?
- Free Report: More Changes Ahead for HIPAA?
- Capital Gains Tax
- 3 ‘Oh No’ Moments When the Will is Read
- No COLA Increases for 2016?
- Estate Planning for the Single Person
- The Military and Estate Planning
- Preserving The Vermont Family Fortune
- CMS Final 2016 Medicare Payment and Policy Updates
- Grandparents Become the Parents
- Solving Estate Planning in 18 Minutes?
- 7 Mistakes You Don’t Want to Make in Your Estate Plan
- Single? You Still Need a Will
- Essex Junction Estate Planning: The 3 Big Land Mines
- The Role of a Will in Vermont
- Free Report:Is Legacy Planning for You?
- Inheritances Optional
- Free Report: Should You Justify Your Estate to Heirs?
- Estate Planning in Essex Junction: Philanthropy as Part of Your Efforts
- Estate Planning in Essex Junction: What the New Tax Rates Mean for Your Estate
- Essex Junction Vermont Estate Planning: The Step Up Factor in Estate Planning
- Your Best Protection Against Estate Litigation
- A Collective Worry for an Aging LGBTQ Population
- Understanding Capital Gains Taxes in Essex Junction Vermont
- ATRA and Your Estate Planning Efforts
- Incorporate Debt Planning and Estate Planning in Essex Junction VT
- Estate Planning and Remarriage in Essex Junction Vermont
- Estate Planning and Asset Protection Planning
- Reducing Estate Tax in Vermont
- A Special Needs Trust for Your Child
- The Latest on DOMA, Medicaid & Asset Transfer Rules
- The Need for Long-Term Care Planning [Infographic]
- Before You Agree to Guardianship in Vermont
- The Psychology of Estate Planning
- Marital Deduction as an Estate Planning Tool
- Stretching an IRA
- Vermont Medicaid Insurance Program Largest in History
- Durable Power of Attorney in Vermont
- Have You Considered Retirement Outside the United States?
- Even Celebrities Need Estate Planning
- Ethical Wills: A Chance to Share
- When Should You Take Retirement?
- Marriage Equality After United States v. Windsor
- What is a Payable on Death Account?
- Divorce and Your Estate Planning
- Estate Planning for Sole Proprietorships
- Vermont Estate Tax Liability
- Private Foundations Serve Philanthropic Needs
- The Challenges with a Digital Estate
- Important Steps for Parents with Special Needs Children
- Do You Really Need an Attorney?
- Is Your Healthcare Agent the Right One for You?
- Your Estate Planning Do List
- Estate Planning after the Death of Your Spouse
- Create a Charitable Trust
- Keeping the Farm Free from Estate Taxes
- Slight Estate Tax Changes After Cliff Deal
- Vermont Pet Trusts
- You Are at Financial Risk
- Free Estate Planning Seminars
- Using Your Estate Tax Exemption
- The Young Family and Estate Planning
- Establish a Trust to Protect Property Assets
Category: Wills
- When is a Will Not Enough?
- The Biggest Problems with a Do It Yourself Will
- Contesting a Will in Essex Junction: Can Beneficiaries Contest a Will?
- Understanding a Living Will in Vermont
- Common Reasons Family Members Contest Wills
- Your Choice of a Guardian and Your Children’s Future
- Are You Too Young for a Will
Category: Probate
- Is Probate Always Required?
- Does Vermont Use the Uniform Probate Code?
Category: Trusts
- Do I Need an Incentive Trust?
- 3 Benefits of a Testamentary Trust
- Signs You Need to Make a Spendthrift Trust
- What are Pet Trusts?
- 5 Common Mistakes When Creating a Trust
- How Can You Prepare for Creating a Trust?
- What is a Testamentary Trust and Do You Need One?
- How to Prepare to Meet with a Burlington Trust Lawyer
- How to Ensure an Asset Protection Trust Really Keeps Your Assets Safe
- Why Detailed Pet Trusts are Important
- Do You Need a Marital Deduction Trust?
- Free Report: No, You Can’t Leave Your Estate to FIDO
- Health Insurance Portability and Accountability Act in Vermont: HIPAA
- What is a Qualified Terminable Interest Property Trust?
- A Special Needs Trust is a Must Have
Category: Special Needs Planning
- Why Is Special Needs Planning Important?
- How Can I Leave an Inheritance to a Medicaid Beneficiary?
- Choose the Right Inheritance Planning Tools
- Estate Recovery and Special Needs Trusts
- Special Needs Planning and Estate Recovery
- A Look at Special Needs Planning
- A Supplemental Needs Trust Can Preserve Medicaid Eligibility
- 10 Truths About Special Needs Trusts
- Special Needs Trust in Vermont [Infographic]
- NAELA Issues Long Term Care Concerns
- Special Needs Trusts
- Meaningful Work Benefits Disabled and Healthy People Alike
Category: Medicaid
- Alzheimer’s Is a Looming Threat
- 5 Things Burlington Medicaid Planning Attorneys Want You to Know
- How to Make Sure You Get High Quality Nursing Home Care
- Why Do So Many People Need to Make a Medicaid Plan?
- Can You Give Away Your Wealth to Get Medicaid?
- Key Differences Between Medicare and Medicaid Coverage for Nursing Home Care
- Are There Options Besides Nursing Home Care?
- Can I Get Medicaid if I Give My Money to My Kids?
- Does Long-Term Care Insurance Actually Work?
- Shortage of Primary Care Doctors Looms for Vermont
- How Much Does Long-Term Care Actually Cost?
- How Does Medicaid Estate Recovery Work?
- How an Inheritance Can Impact Vermont Medicaid Eligibility
- What is Considered Income for Medicaid Qualification Purposes?
- How to Prepare to Meet with a Burlington Medicaid Lawyer
- Why is it Important for Seniors to Know the Eligibility Requirements for Medicaid?
- What Paperwork Do You Need to Qualify for Medicaid?
- Why Would Seniors Want Vermont Medicaid?
- Transitional Care Helps Discharged Vermont Patients
- What Kinds of Things Does Vermont Medicaid Cover?
- Key Medicaid Facts to Know When Trying to Qualify for Coverage
- Nursing Home Lawyers Address Rising Costs
- Baby Boomers Are Keeping Medicaid Attorneys Busy
- Avoid These Medicaid Planning Mistakes
- Top Reasons to Start Medicaid Planning Today
- Can Medicare and Medicaid Dual Eligibility Ever be Seamless?
- Medicaid Benefits
- Transfer of Assets for Medicaid
- The Technology of Health Care
- Why You Need to Understand ACOs
- 10 Percent of Americans Risk Their Health – Here’s Why
- Long-Standing Problems with Medicaid, Medicare
- Medicaid Planning
- New Security Concerns in Health Care Sector
- Medicaid Initiative Seeks to Reduce Avoidable Hospitalizations
- Begin Medicaid Planning Today
Category: Elder Law
- 10 Things to Remember as Your Parents Age
- An Overview of 2022 Medicare Out of Pocket Costs
- Study Sheds Light on Elder Financial Abuse
- Understand the Potential Impact of Alzheimer’s Disease
- Life Care Planning and the Medicaid Waiver
- Seven Eye-Opening Facts About Long-Term Care
- Does Medicare Cover Nursing Home Care?
- Life Expectancy Underscores the Importance of Medicaid Planning
- What Is the 2021 Medicaid Asset Limit in Vermont?
- Medicaid Planning: Update Figures for 2021
- Genworth Releases 2020 Cost of Long-Term Care Survey
- Medicaid Spouse Allowances Will Rise in 2021
- 5 Key Facts About Long-Term Care
- Will Your Parents Need Long-Term Care?
- Overview of Medicaid Spouse Allowances
- Are You a Member of the Sandwich Generation?
- Understand the Limitations of Medicare
- Living Assistance and the Medicaid Waiver
- Effective Planning in Light of Dementia Threat
- Nursing Home Residents Can Keep Stimulus Checks
- Elder Law Attorneys Confront Inconvenient Truths
- Does Medicaid Seize Your Assets?
- Recognize the Importance of Medicaid Planning
- Nursing Home Costs Can Erase Your Legacy
- A Conversation With an Elder Law Attorney
- Can You Give Away Asset to Qualify for Medicaid?
- Connect With the Vermont Chapter of the Alzheimer’s Association
- Face Elder Financial Abuse Head On
- Genworth Unveils 2019 Long-Term Care Costs
- Does Medicaid Count Assets in a Living Trust?
- A Look at Medicaid Community Spouse Provisions
- Albany Medicaid Planning: All Assets Do Not Count
- Why Would Medicaid Planning Be Important If I’m Healthy?
- Preserve Resources With a Medicaid Trust
- Veterans Aid and Attendance Special Pension Can Ease the Burden
- Address These Two Elder Law Issues
- When is an Equal Inheritance Actually Unfair?
- What is a Springing Power of Attorney?
- Number of Social Security Checks Sent to Vermont Rapidly Growing
- How can I Avoid Unwanted Medical Care if I Get Sick?
- How Often Should You Meet with Burlington Elder Law Attorneys
- What are Options for Long-Term Care?
- Why You Need to be Honest with Your Elder Law Lawyer
- Helping Vermont Seniors Fight Fraud
- Alzheimer’s is a Growing Problem in Vermont
- What Should be Included In Your Healthcare Directive?
- State & Vermont Veterans Home Considering Joint Effort to Meet the Needs of Senior Inmates
- Key Facts About Vermont Medicaid Eligibility
- How Can You Find a Trusted Elder Law Attorney?
- Three Facts That Will Impact Your Retirement Plan
- Queen City Memory Cafe Provides an Outlet
- Vermont Nursing Homes Can’t Meet Critical Needs
- Why Nursing Home Lawyers Should Review Nursing Home Admissions Paperwork
- Quiet Prejudice: Ageism in America
- Aging in Place
- Elderly Men Suicide Rates Climbing
- Free Report: Stronger Legal Protections and Better Financial Protections for Seniors
- Better Financial Protections for Today’s Seniors in Vermont
- New VT Law Could Change Elderly Power of Attorney in Essex Junction
- Medicaid Qualification Process in Essex Junction: Technological Breakthroughs for Seniors, Elderly
- Changes Ahead for VA Aid & Attendance Benefits?
- Americans Woefully Unprepared for Long Term Care
- Are Reverse Mortgages Putting Seniors at Risk?
- The Elderly and Pets: a Beautiful Match
- Protecting Your Aging Family Members from Financial Scams in Essex Junction
- Massive Push to Eradicate Elder Financial Abuse in Essex Junction Vermont
- Government Resources for America’s Elderly
- PACE can Replace Nursing Home Care
- Women and Medicare: A Look Forward
- Preventing Elder Financial Abuse
Category: Retirement Planning
- 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
- Panic in Detroit
- What You Need to Know About Social Security Survivors Benefits
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
- How to Avoid Mistakes When Creating Your Last Will and Testament
Category: Taxpayer Relief
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?
- Is Your Medicare Advantage in Danger?
Category: Living Trusts
- Questions to Ask Yourself When Creating a Trust
- 5 Steps to Take as a Newly Appointed Trustee
- Using a Living Trust to Plan for the Possibility of Incapacity
Category: Gift Tax Exclusion
- What Is the Annual Gift Tax Exclusion
Category: Taxes in Vermont
- Free Report: Do I Pay Taxes When Someone Leaves Me Money
Category: Legal Education
- Estate Planning – Something You Shouldn’t Do Yourself
- Shrunken Asset Values Open Estate Planning Opportunities
- Use Trust Protectors for Added Protection and Flexibility
- Income Tax Basis
- How Will You Obtain the Care You Need?
- Income Tax Basis in Estate Planning
Category: Estate Planning
- What You Need to Know before You Execute a Power of Attorney
- Top Five Insider Estate Planning Tips
Category: Uncategorized
Category: Financial Planning
Category: income tax
Category: technology
Category: consumer

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