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Adam Bartsch
Jan 1, 20181 min read
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, 20171 min read
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
Oct 31, 20171 min read
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
Sep 30, 20171 min read
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
Aug 31, 20171 min read
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
Jul 31, 20171 min read
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
Jun 30, 20171 min read
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
May 31, 20171 min read
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
Apr 30, 20171 min read
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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Adam Bartsch
Mar 31, 20171 min read
Understanding Your Duties as a Fiduciary
At the center of every estate plan are people. Most of us tend to focus on the heirs and beneficiaries, those who inherit in one form or...
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Adam Bartsch
Mar 1, 20171 min read
DNR/COLST: Next Level Planning for End-of-Life Care
Soon after cardiopulmonary resuscitation (CPR) was introduced in 1960, it became a routine emergency procedure to revive victims of a...
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Adam Bartsch
Feb 1, 20171 min read
Life Estates and Ladybird Deeds
During the first year of law school, students take some of the more important legal courses: Contracts, Torts, Civil Procedure and Real...
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Adam Bartsch
Jan 1, 20171 min read
Change of Domicile: What are the Rules?
Here we are again. It’s early January in Vermont. The days are too short and there are three, maybe four, months to slog through before...
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Adam Bartsch
Dec 1, 20161 min read
Being Smart About Charitable Giving and Gifts
At the end of the year, thoughts often turn to charity and making gifts to those less fortunate than ourselves. And even if those...
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Adam Bartsch
Oct 31, 20161 min read
Holding a Family Meeting to Review Your Estate Plan
Sitting around a table discussing estate planning with your family is no one’s idea of a good time. Parents are hesitant to raise the...
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Adam Bartsch
Sep 30, 20161 min read
Non-Probate Transfers of Personal Property
Whether you have a will-based or a trust-based estate plan, there is often use of non-probate transfers rounding out the edges of the...
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Adam Bartsch
Aug 31, 20161 min read
Overview of Guardianship in Vermont
Over the next nine years, the number of Vermonters age 65 and older living with Alzheimer’s disease is expected to increase by more than...
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Adam Bartsch
Jul 31, 20161 min read
Passing the Family Camp to the Next Generation
Family camps often don’t age well. They start out being wonderful, an opportunity for young families to get away and be a family despite...
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Adam Bartsch
Jun 30, 20161 min read
Don’t Forget Your Pets in Your Estate Plan
For those clients who think of their pets as family members, and two thirds of pet owners do, there is an increasing awareness that part...
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Adam Bartsch
May 31, 20161 min read
The Vermont Estate Tax: A Small Step in the Right Direction
Perhaps seeking to raise the Vermont estate tax exclusion level to match the federal level was asking too much. In the end, that didn’t...
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