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Identifying Financial Exploitation of the Elderly
The elderly are the most targeted and the most victimized by financial exploitation, according to the FBI. The agency’s Elder Fraud...
Adam Bartsch
Jul 1, 20241 min read
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How Long Should You Keep Important Documents?
With tax season behind us, now is a good time to update old habits regarding what paperwork should be kept and what can be discarded....
Adam Bartsch
May 1, 20241 min read
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Options for Making Gifts to Children and Grandchildren
A decade ago it was reported by Fidelity Investments that 53% of grandparents were saving or planning to save in order to help their...
Adam Bartsch
Mar 1, 20241 min read
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CRATs Shine During Periods of High Interest Rates
Higher interest rates can be a mixed bag. On the one hand, savings accounts, certificates of deposit and bonds will pay you more for your...
Adam Bartsch
Jan 1, 20241 min read
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Managing the Inevitable Decline in Financial Acumen
Few things in life are certain. Of course, there’s death and taxes. In addition, if you have not already noticed, there is the inevitable...
Adam Bartsch
Nov 1, 20231 min read
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Don’t Overlook the Benefits of Health Savings Accounts
For those who qualify, putting money into a Health Savings Account (HSA) is one of the smartest things to do with discretionary income....
Adam Bartsch
Sep 1, 20231 min read
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What To Know About Vermont’s New Power of Attorney
The Vermont Legislature recently passed, and Gov. Phil Scott in early June signed into law, the Vermont Uniform Power of Attorney Act....
Adam Bartsch
Jul 1, 20231 min read
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The New Math for 529 College Savings Plans
Lifetime gifts can have many benefits in the estate planning context, and a few drawbacks. Benefits include that the donor is shrinking...
Adam Bartsch
May 1, 20231 min read
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Ten-Year Rule for Inherited IRAs and SECURE Act 2.0
In late 2019, Congress made major changes to qualified retirement accounts (IRAs, 401(k)s and the like) when it passed the Setting Every...
Adam Bartsch
Mar 1, 20231 min read
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Understanding How FDIC Insurance Coverage Applies
At 1:00 am on Monday, March 6, 1933, President Roosevelt, who had taken his first oath of office a mere 36 hours earlier, declared a bank...
Adam Bartsch
Jan 1, 20231 min read
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Charitable Watchdogs Assist with Wise Giving
The end of the year is approaching, which means it is time to brace yourself for the deluge of charitable solicitations arriving via...
Adam Bartsch
Nov 1, 20221 min read
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Planning a Proper Digital Legacy
Estate planning is mostly about the big picture issues of who fulfills the important fiduciary role of executor, who will be the guardian...
Adam Bartsch
Sep 1, 20221 min read
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The Origin of Spendthrift Clauses in Estate Planning
It has been an active term for the U.S. Supreme Court. Which prompted me to ask: What is the most important Supreme Court decision...
Adam Bartsch
Jul 1, 20221 min read
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Maintaining Your Estate Plan Binder
Clients often bring their estate plan binder with them when coming in for their free annual review meeting. Some clients are surprised to...
Adam Bartsch
May 1, 20221 min read
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Tips on Locating Missing Assets
Not 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 Bartsch
Mar 1, 20221 min read
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What to Do When the Death of a Loved One is Imminent
Many 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 Bartsch
Jan 3, 20221 min read
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Naming a Trusted Contact to Protect Your Family
America’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 Bartsch
Nov 1, 20211 min read
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Treating Your Children Differently in Your Estate Plan
There are a number of good reasons to treat your children differently in your will or trust. These include a situation where one child...
Adam Bartsch
Sep 1, 20211 min read
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Are 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 Bartsch
Jul 1, 20211 min read
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Qualified Personal Residence Trusts
In 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 Bartsch
May 1, 20211 min read
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