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Archives for August 2019

PLANNING FOR THE VERMONT ESTATE TAX – A DELICATE BALANCING ACT

August 26, 2019 By McCann Morgan & Getty Leave a Comment

By:  Ron Morgan In recent years, there have been significant, and frequent, changes to both federal and Vermont estate and gift tax laws, and there is no sign that there will not be more changes in the foreseeable future.  In this post, I will attempt to set out a framework for considering transfer tax minimization […]

Filed Under: Other Tagged With: estate planning, estate tax, income tax, vermont

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