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Life Planning

A Little Motivation

May 8, 2020 By McCann Morgan & Getty Leave a Comment

The Rutland Herald published the article below yesterday from the AP about people focusing on their estate planning during the pandemic. If you are bored (or even if you are not) this is a great thing to check off your list for your family. The State of Vermont has been working on legal updates to […]

Filed Under: Estate Planning, Life Planning, Probate

What Is A Revocable Trust, And Do I Need One?

April 12, 2018 By McCann Morgan & Getty Leave a Comment

By:  Matthew Getty I frequently receive questions about revocable trusts from clients who have heard something about them but aren’t quite sure what they are.  Sometimes these clients have become convinced that they need to have a revocable trust, but they don’t have a clear understanding of what a trust will do and whether it […]

Filed Under: Life Planning, Other Tagged With: estate planning, estate tax, probate, revocable trust, vermont

Stop Theft From Elders: A Checklist to Age-Proof a Home Against Theft

January 29, 2018 By McCann Morgan & Getty Leave a Comment

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 […]

Filed Under: Facing Death, Life Planning Tagged With: checklist, credit cards, drugs, elders, helper, jewelry, military id, social security, stolen

How to Stop Thefts from Elders and the Dead

January 15, 2018 By McCann Morgan & Getty Leave a Comment

Stop thefts from elder and dead

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 […]

Filed Under: After Death, Facing Death, Life Planning Tagged With: dead, elder, money, prevention, report, social security, stealing, thefts

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