Estate Planning
-
Managing the Cost of Your Child’s Wedding
By Nanette Stevens WEDDING COSTS TODAY can be overwhelming, and traditions around who pays for what have changed dramatically. Instead… -
Advantages of New Hampshire Trust Laws
By Livia DeMarchis, Esq. IN 2023, TRUST COMPANY OF VERMONT opened an office in Keene, New Hampshire and officially registered… -
Estate Tax Planning & The One Big Beautiful Bill Act
By Lisa Counsell and Jeanne Blackmore Prior to the enactment of OBBBA, the federal estate tax exemption was $13.9 million per… -
Planning Through Uncertainty and Volatility
By Jeanne Blackmore A CONSEQUENCE OF THE POLICY changes being implemented by the current federal administration is uncertainty and volatility… -
Planning for Memory Loss
By Lisa Counsell THE STATISTICS ARE SOBERING. Studies show that as many as two out of three Americans experience some level… -
How to Avoid Probate in Vermont
By Livia DeMarchis, Esq. What Assets Go Through Probate? When putting in place an estate plan, a main goal for most… -
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… -
Choosing Guardians
By Livia DeMarchis, Esq. My husband and I have young children, and it is difficult to contemplate them being raised by… -
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… -
How Can You Give Tax-Free Gifts 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. -
What Is a Pet Trust?
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? -
Living Trust vs Will: What Vermonters Need to Know
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.
