Advance directives have been around nearly 50 years. Are they working as intended? For instance, have most citizens completed an advance...

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...

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

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

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

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

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...

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

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...

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

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

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

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

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

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...

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

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

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

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

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...