NEET NOTES | Neet

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Mar 1
1 min

Guardianships for Adults

There are many situations where guardianship for an adult might be needed during the late stages of life. What I hear most frequently is...

Family Loans Benefit When Interest Rates are Low

Adam Bartsch

Jan 1
1 min

Family Loans Benefit When Interest Rates are Low

With interest rates perched at historically low levels, many people are feeling the pain of decreased dividends and income from their...

Adam Bartsch

Nov 1, 2020
1 min

Going from Good to GRAT

In times like these, it can require effort to find any silver linings. And yet they do exist. Historically low interest rates are...

What to Do After an Alzheimer's Diagnosis

Adam Bartsch

Sep 1, 2020
1 min

What to Do After an Alzheimer's Diagnosis

You noticed some changes. Some more pronounced than others. You raised your concerns with your doctor and took some cognitive tests. Now...

Adam Bartsch

Jul 1, 2020
1 min

Planning a Funeral

Few 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 Bartsch

May 1, 2020
1 min

Remote Signings

The “new normal” of social distancing and related measures to combat the coronavirus is with us for an indefinite time. Certainly many...

Adam Bartsch

Apr 1, 2020
1 min

Special Edition: Estate Planning Jokes

Editor’s Note: Due to the challenging times we face, I thought a little humor could brighten your day. These are estate planning jokes I...

SECURE Act a Mixed Bag for Retirement Plans

Adam Bartsch

Mar 1, 2020
1 min

SECURE Act a Mixed Bag for Retirement Plans

Perhaps overlooked by many because it was signed into law only five days before Christmas, the Setting Every Community Up for Retirement...

Adam Bartsch

Jan 1, 2020
1 min

Revoking a Will

Wills can be easily amended or revoked, sometimes intentionally and sometimes by an event that changes our presumptions of what the...

Adam Bartsch

Nov 1, 2019
1 min

Handling An Inherited House

An inherited house can be a field of landmines, some personal, some practical. The personal ones come first, when entering the newly...

Adam Bartsch

Sep 1, 2019
1 min

Unworthy Heirs

One of the first steps in a probate proceeding is determining potential heirs of the decedent. This search typically starts with...

Legislative Updates for Estate Tax, Small Estates

Adam Bartsch

Jul 1, 2019
1 min

Legislative Updates for Estate Tax, Small Estates

In 2016, the Vermont Legislature largely fixed the state’s overly complex calculation for determining estate taxes in Vermont. At that...

Adam Bartsch

May 1, 2019
1 min

Ademption and Abatement

When 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 Bartsch

Mar 1, 2019
1 min

Understanding Undue Influence

When an heir is disappointed at the provisions in a parent’s will, undue influence is often the first thought that springs to mind....

Methods for Passing on Personal Property

Adam Bartsch

Jan 1, 2019
1 min

Methods for Passing on Personal Property

Estate plans usually include instructions that your miscellaneous household items should be distributed to your children in shares of...

Understanding Qualified Charitable Distributions

Adam Bartsch

Nov 1, 2018
1 min

Understanding Qualified Charitable Distributions

A rule of thumb related to retirement planning is that it’s smart to delay taking distributions from a tax-deferred retirement plan as...

Planning for the Possibility of Dementia

Adam Bartsch

Sep 1, 2018
1 min

Planning for the Possibility of Dementia

Estate planning is all about having a plan in place that covers the certainty of death and the possibility of incapacity. Current...

Adam Bartsch

Jul 1, 2018
1 min

Intestate Distribution in Vermont

Most readers of NEET Notes have an estate plan, which means you have written your own plan for who inherits your assets upon your death...

Adam Bartsch

May 1, 2018
1 min

Avoiding Problems With Advancements

What could be simpler than making a gift to one of your children on the condition that the amount be deducted from their inheritance? If...

How Homesteads Affect Asset Protection and Taxes

Adam Bartsch

Mar 1, 2018
1 min

How Homesteads Affect Asset Protection and Taxes

What is a homestead? Why is it important? The first question is fairly easy, although it can get complicated with enough lawyers in the...

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