Newsletters
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Estate Tax Planning in Uncertain Times
By Jeanne Blackmore, ESQ. Before the recent election, Trust Company of Vermont often encouraged clients with state or federal taxable… -
Determining State Tax Residency
By Nathan Alexander, CPA, CFA(R) As many of our clients split time living between multiple states, we thought it would… -
CEO Introduction
By Chris Cassidy EVERY JANUARY millions of Americans make resolutions for the upcoming year. Since research shows that describing your… -
Building an Investment Philosophy
Investing is both an art and a science, demanding patience, and a deep understanding of the businesses we choose to… -
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The Sunset of the Tax Cuts and Jobs Act
By Livia DeMarchis, Esq. The law known as the Tax Cuts and Jobs Act of 2017 (the “TCJA”), P.L. 115-97,… -
The Corners on Main Street in a Second Half of Life
By Jack Davidson As a recently retired founder of TCV, I have not, as they say, left the family. The… -
Newsletter Introduction
By Chris Cassidy, CEO Trust Company of Vermont turned twenty-five this past month having been founded in September of 1999…. -
Choosing Guardians
By Livia DeMarchis, Esq. My husband and I have young children, and it is difficult to contemplate them being raised by… -
Pearls of Wisdom
By Todd Gray After 38 years in the investment management business, I am retiring from my position as a Portfolio… -
What to Expect- Your Initial Estate Planning Appointment
By Jenny Rowe, Esq. IT’S GETTING TO BE COUNTY FAIR TIME in New England, a highlight of summer for many… -
Newsletter Introduction
By Chris Cassidy, CEO The best part of my day usually takes place around 7am. I make my two-year-old daughter… -
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Client Alert: Corporate Transparency Act
Trust Company of Vermont would like to alert you to the new Corporate Transparency Act (CTA), which went into effect on January 1, 2024. -
Keep Calm and Reply On
Few experiences are as jarring as receiving correspondence from the Internal Revenue Service (IRS). -
Keeping Assets Safe
One of my favorite things to do in this line of work is help people, whether it means helping a colleague learn about irrevocable trust tax returns, walking a client through a complicated financial plan, or just giving general advice to someone who asks. -
Reminder: Beneficiary Designations
ONE OF TRUST COMPANY OF VERMONT’S core services is helping clients implement basic estate plans. -
A note from Chris Cassidy, CEO
WHEN I STARTED WORKING twenty years ago, one of my goals was to make smart financial choices
