A last will and testament is a document you create to instruct how you want your property distributed upon your death. Who gets the house? Who gets which antiques? Who gets a bank account? Who takes care of the pets? These are just some of the questions upon which a will answers and instructs, an...
Your estate plan in Vermont can include several documents, many of which may require beneficiaries, like any trusts you may have set up or intend to set up, and non-probate assets like 401(k), IRA accounts, life insurance policies, and pensions. Assets from these accounts will go to the beneficia...
Estate planning can be tricky, and it's easy to make mistakes. Here are some common pitfalls and tips on how to avoid them. One of the most common mistakes is not updating your will. Life changes—such as marriage, divorce, the birth of a child, or the death of a beneficiary—should prompt a rev...
When you hear "estate planning," you might think it's something only for the ultra-wealthy. Surprise! Estate planning is for everyone, regardless of your bank balance. Here's why it matters for you. Estate planning is about protecting your family, ensuring that they are taken care of financially...
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