Adam BartschMar 11 minTips on Locating Missing AssetsNot applicable. These two words can save you a lot of time and effort. When a loved one passes, one of the most time-consuming tasks for...
Adam BartschJan 31 minWhat to Do When the Death of a Loved One is ImminentMany of us have lived through those times when the death of a loved one is imminent. We know certain things ought to be done while time...
Adam BartschNov 1, 20211 minNaming a Trusted Contact to Protect Your FamilyAmerica’s 65-and-older population has been growing faster than any other age group for at least a decade, coinciding with the first Baby...
Adam BartschSep 1, 20211 minTreating Your Children Differently in Your Estate PlanThere are a number of good reasons to treat your children differently in your will or trust. These include a situation where one child...
Adam BartschJul 1, 20211 minAre Advance Directives Working As Intended?Advance directives have been around nearly 50 years. Are they working as intended? For instance, have most citizens completed an advance...
Adam BartschMay 1, 20211 minQualified Personal Residence TrustsIn the field of advanced planning, there are ways to shrink your estate (to reduce your estate tax liability), and there are ways to get...
Adam BartschMar 1, 20211 minGuardianships for AdultsThere are many situations where guardianship for an adult might be needed during the late stages of life. What I hear most frequently is...
Adam BartschJan 1, 20211 minFamily Loans Benefit When Interest Rates are LowWith interest rates perched at historically low levels, many people are feeling the pain of decreased dividends and income from their...
Adam BartschNov 1, 20201 minGoing from Good to GRATIn times like these, it can require effort to find any silver linings. And yet they do exist. Historically low interest rates are...
Adam BartschSep 1, 20201 minWhat to Do After an Alzheimer's DiagnosisYou noticed some changes. Some more pronounced than others. You raised your concerns with your doctor and took some cognitive tests. Now...
Adam BartschJul 1, 20201 minPlanning a FuneralFew of us know much about funeral planning. And that can be a problem. When we need funeral services for a loved one who has died, we...
Adam BartschMay 1, 20201 minRemote SigningsThe “new normal” of social distancing and related measures to combat the coronavirus is with us for an indefinite time. Certainly many...
Adam BartschApr 1, 20201 minSpecial Edition: Estate Planning JokesEditor’s Note: Due to the challenging times we face, I thought a little humor could brighten your day. These are estate planning jokes I...
Adam BartschMar 1, 20201 minSECURE Act a Mixed Bag for Retirement PlansPerhaps overlooked by many because it was signed into law only five days before Christmas, the Setting Every Community Up for Retirement...
Adam BartschJan 1, 20201 minRevoking a WillWills can be easily amended or revoked, sometimes intentionally and sometimes by an event that changes our presumptions of what the...
Adam BartschNov 1, 20191 minHandling An Inherited HouseAn inherited house can be a field of landmines, some personal, some practical. The personal ones come first, when entering the newly...
Adam BartschSep 1, 20191 minUnworthy HeirsOne of the first steps in a probate proceeding is determining potential heirs of the decedent. This search typically starts with...
Adam BartschJul 1, 20191 minLegislative Updates for Estate Tax, Small EstatesIn 2016, the Vermont Legislature largely fixed the state’s overly complex calculation for determining estate taxes in Vermont. At that...
Adam BartschMay 1, 20191 minAdemption and AbatementWhen your favorite uncle told you that his mint condition 1971 BMW 2002Tii would be yours one day, needless to say it was more than...
Adam BartschMar 1, 20191 minUnderstanding Undue InfluenceWhen an heir is disappointed at the provisions in a parent’s will, undue influence is often the first thought that springs to mind....