By: Matthew Getty A common threshold question in estate planning is “Do I need to do anything?” The answer to that question depends a great deal on your personal preferences and whether you will be satisfied with the default results. The disposition of your assets will depend on the form of ownership and Vermont law. […]
By: Matthew Getty We are sometimes asked by clients whether it is necessary to update certain documents, particularly powers of attorney and advance medical directives. A power of attorney is a document that appoints an agent to manage affairs on your behalf. The scope of a power of attorney is usually quite broad, but it […]
By: Matthew Getty One of the consequences of the 2008 recession was a decrease in the size of institutional endowments, just at the time when reliance on those funds may have increased in order to offset a simultaneous reduction in contribution income. The Dow Jones Industrial Average has tripled since the depths of that market […]
Who Is Watching Vermont’s Legal Guardians? By TAYLOR DOBBS @TAYLORDOBBS click to enlarge MATT MORRIS Bruce Thomas and two of his siblings waged a costly court battle for eight years, alleging that their brother Paul abused his legal power as their elderly mother’s court-appointed guardian and bled her holdings of $1.1 million.
Most people think of “age-proofing” a home for an elder as installing grab bars in the shower and tacking down the throw rug in the living room to make a home physically safer for an elder. I want to take that concept one step further and offer you a quick checklist to age-proof a home […]
NOTE: This post is also available in audio by clicking the link above. The audio version of this post can be downloaded for listening on mobile devices. This question usually comes in the form of a phone call from the one of the children of an elder I represent. This question is always […]
Dear Reader, this post is available in audio and print format, you can also download the audio post and listen to it later. Preventing thefts and recovering assets stolen from vulnerable adults, elders and the dead has been the focus of my elder law practice for the past decade. These forms of thefts are a […]
Dear Readers, this post is also available in audio form through Soundcloud.com, by clicking the icon below you can listen to the audio version of the post. You can also download the audio version as well. Four young adults were sitting vigil at their mother’s death bed and they were completely unprepared for what […]