Estate Planning
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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. -
The Nifty Fifty & The Trauma of The Beep
By Jack Davidson I was hired as a trust administrator at the Vermont National Bank in November of 1970. The market was doing well and life was pleasant. -
Estate Planning & Pet Ownership
By Jack Davidson The primary focus of most estate plans is what happens when we leave? How do we save taxes? -
Ashes to Ashes & Dust to Dust is Complex
By Jack Davidson The primary focus of most estate plans is what happens when we leave? How do we save taxes? -
Did Vermont Just Make Estate Planning Easier?
By Jack Davidson Many lawyers have been promoting living trusts to save estate taxes, coupled with the added benefit of avoiding the probate court. -
Self-Proving Wills & Spencer Tracy
By Jack Davidson My father May have Made a Mistake. We may have been the first family in our neighborhood to own a television. -
A Will May Be a Dead Giveaway of Your Investment Choices
By Jack Davidson As a youth, I bought stamps in bulk with the understanding that I might find a valuable stamp. -
Does My Mother Need a Guardian?
By Susan Fowler If we live long enough, most of us will have personal experience with the loss of competence of a family member.
