Slide Decks

Avoid These Estate Planning Mistakes: A Burlington Estate Planning Lawyer Explain Common Errors from Stephen Unsworth While estate planning is especially important for seniors who face a statistically greater risk of incapacity or death, estate planning is something everyone should do. There is never a guarantee of how old you must be before you could […]

Is DIY Estate Planning Effective from Stephen Unsworth You can discuss your legacy goals with an estate planning attorney and obtain all the information that you need. Learn more about effective DIY Estate Planning in this presentation.

Avoid These Estate Planning Mistakes from Stephen Unsworth Estate planning is the process of working with an experienced attorney to develop a plan for your future. A comprehensive estate plan will address medical and end-of-life issues, as well as distribution of assets after death. Creating an estate plan is complicated, especially as there are many legal […]

Is There an Estate Tax in Vermont? from Stephen Unsworth Whether it is fair or not, there are death taxes that can enter the picture after you pass away. This is a fact of life, and these taxes can significantly impact your legacy.

Key Medicaid Facts To Know When Qualifying For Coverage A Guide for Senior Citizen Seeking Medicaid Nursing Home Coverage from Stephen Unsworth If you do qualify for Medicaid and you are over 55, you need to be aware of Medicaid estate recovery rules. The state may try to get back money Medicaid paid out for […]

Is There an Estate Tax in Vermont from Stephen Unsworth In addition to the Vermont state estate tax, there is also a federal estate tax that is applicable in each state. The exclusion on the federal level is $5.45 million. The unlimited marital deduction applies on the federal level, and the federal exclusion is portable […]

The Biggest Problems with Creating a DIY Will from Stephen Unsworth If you make a DIY will, you could also miss out on getting important estate advice. There is more to making an estate plan that just creating a will. You should get advice on things like how to transfer assets in a timely manner […]