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Virtual Event: Estate Planning Essentials During a Pandemic

Aug 25, 2020
Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time: 12:00PM – 1:30PMVirtual Zoom Meeting Join us for our next virtual roundtable "Estate Planning Essentials During a Pandemic"…

The Two Estate-Planning Documents You Need for College-Bound Kids

Sep 10, 2020
Estate Planners are seeing a new trend where their clients are increasingly requesting to put estate-planning documents in place for their college-bound kids. This aligns with the new data that shows young…

3 Legal Documents You May Need if You Become Sick or Injured

Oct 29, 2020
 Here are the three legal documents you may need if you become sick or injured:  1. Health care proxy. A health care proxy, also known as a durable power of attorney for health care, is the document…

Build Your Digital Estate Plan In Four Steps

May 11, 2021
A digital estate plan has become increasingly important over the past decade as technology progresses and becomes more prevalent in our everyday lives. To begin, ask yourself this - who has access to…

The Federal Gift Tax – What You Need to Know

Jul 30, 2021
The following is important information regarding the federal gift tax and what you need to know about it. The gift tax is a tax on assets that are given away during the donor’s lifetime.In contrast, the…

Your Master List: A Guide for Your Family, Agent, and Executor

Oct 22, 2021
If you were to become incapacitated or die tomorrow, would your spouse, agent (the person you granted power of attorney), or executor be able to easily take over your financial affairs? Would they know…

Estate Planning Checklist Now Available

Nov 23, 2021
Estate Planning considerations are an act of love. If something were to happen to you tomorrow – whether it be death or incapacitation - will your loved ones know where to go to find what they will need…

Virtual Townhall: Estate Planning Basics and What You Need to Know About Digital Assets

Apr 18, 2022
Estate Planning Basics and What You Need to Know About Digital Assets   Wednesday, May 18th, 12-1pm ETRegistration link: https://lu.ma/f4mj2rqq   Estate Planning in Vermont can be complicated. What…