Archives
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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… -
Colleague Introduction: Daniela Fortier
TCV is excited to welcome Daniela Fortier as a Trust Administrator to our Burlington branch. Daniela recently moved from Rapid… -
Colleague Introduction: Sarah Ennis
TCV is excited to welcome Sarah Ennis as a Trust Administrator to our Burlington branch. Sarah, a native Vermonter with… -
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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 -
Gifting to Grandchildren
The great thing about implementing a gifting program for grandchildren is that, if you start when they are young, there is a lot of time for gifted assets to accumulate and appreciate. -
A note from Chris Cassidy, CEO
MY FIRST EXPERIENCE with LLCs came in my early twenties. A few friends and I started up an LLC to… -
2024 Tax Updates
Each year, the IRS updates various tax provisions to keep pace with inflation. For 2024, in addition to changes to the tax brackets and rates, several other changes are also taking place. -
Financial & Lifestyle Planning
By Jill Dolan and Katie Gardner It has been a full year since we rolled out our enhanced Financial Planning… -
Plan Early and Be Flexible
By Nathan Alexander, CPA,CFP The number of small businesses seeking an exit and transition strategy appears to be at an… -
Simply Different
By Chris Lafayette, CFA It’s always fun speaking with prospective clients. Typically, people end up in our office for the…
