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...
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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...
110
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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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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Adam Bartsch
- Jan 1, 2018
- 1 min
Muddling Through, Again
The Cambridge Academic Content Dictionary defines the British phrase “muddling through” as: “to manage to do something although you are...
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Adam Bartsch
- Dec 1, 2017
- 1 min
Donor-Advised Funds Expand Charitable Options
The world of charitable giving is evolving. For the second year in a row, Fidelity Charitable Gift Fund was ranked number one on the...
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Adam Bartsch
- Nov 1, 2017
- 1 min
How the American Family is Evolving Over Time
It has been reported in the past few years that the traditional American family unit of two parents in their first marriage with children...
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Adam Bartsch
- Oct 1, 2017
- 1 min
Overview of Powers of Appointment in Estate Planning
Many clients have a general understanding of what a power of attorney is. On the other hand, almost no one knows what a power of...
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Adam Bartsch
- Sep 1, 2017
- 1 min
Identifying Signs of Diminished Capacity
A finding that a person lacks capacity is an important juncture in the aging process and often impacts one’s estate plan. It can be an...
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Adam Bartsch
- Aug 1, 2017
- 1 min
What Really is “Testamentary Capacity”?
Of all documents signed during the estate planning process, Wills and codicils have unique requirements that must be honored before a...
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Adam Bartsch
- Jul 1, 2017
- 1 min
Planning for Adult Children Before They Get Married
Clients occasionally ask if children in their 20s should have an estate plan. For most clients, the answer is no, the need for an estate...
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Adam Bartsch
- Jun 1, 2017
- 1 min
The First Two Weeks After the Death of a Loved One
There are no certainties in life other than death. It is odd then, that most of us are ill-prepared for our own death, as well as the...
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Adam Bartsch
- May 1, 2017
- 1 min
Options For Naming Beneficiaries of Your IRA
About 40 years ago, there was a monumental shift in retirement planning in this country. Traditional pension plans, in which employers...
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