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...

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...

What is a homestead? Why is it important? The first question is fairly easy, although it can get complicated with enough lawyers in the...

The Cambridge Academic Content Dictionary defines the British phrase “muddling through” as: “to manage to do something although you are...

The world of charitable giving is evolving. For the second year in a row, Fidelity Charitable Gift Fund was ranked number one on the...

It has been reported in the past few years that the traditional American family unit of two parents in their first marriage with children...

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...

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...

Of all documents signed during the estate planning process, Wills and codicils have unique requirements that must be honored before a...

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...

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...

About 40 years ago, there was a monumental shift in retirement planning in this country. Traditional pension plans, in which employers...

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...

Soon after cardiopulmonary resuscitation (CPR) was introduced in 1960, it became a routine emergency procedure to revive victims of a...

During the first year of law school, students take some of the more important legal courses: Contracts, Torts, Civil Procedure and Real...

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...

At the end of the year, thoughts often turn to charity and making gifts to those less fortunate than ourselves. And even if those...