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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...
Adam Bartsch
Mar 1, 20211 min read


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
Jan 1, 20211 min read


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...
Adam Bartsch
Nov 1, 20201 min read


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
Sep 1, 20201 min read


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
Jul 1, 20201 min read


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
May 1, 20201 min read


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...
Adam Bartsch
Apr 1, 20201 min read


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
Mar 1, 20201 min read


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
Jan 1, 20201 min read


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
Nov 1, 20191 min read


Unworthy Heirs
One of the first steps in a probate proceeding is determining potential heirs of the decedent. This search typically starts with...
Adam Bartsch
Sep 1, 20191 min read


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
Jul 1, 20191 min read


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
May 1, 20191 min read


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....
Adam Bartsch
Mar 1, 20191 min read


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...
Adam Bartsch
Jan 1, 20191 min read


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...
Adam Bartsch
Nov 1, 20181 min read


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
Sep 1, 20181 min read


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
Jul 1, 20181 min read


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...
Adam Bartsch
May 1, 20181 min read


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...
Adam Bartsch
Mar 1, 20181 min read
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