Attorney Matt Getty has been appointed by the Vermont Supreme Court to serve on the Advisory Committee on the Rules of Probate Procedure, aka the Probate Rules Committee. This will be a great opportunity to serve the bar and the public in keeping our probate system up to date, efficient, and fair to all concerned. […]
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PPP Loan Risks
Kudos to the government for trying to act quickly, but the PPP loan program has a lot of potential pitfalls, some of which are discussed in this article from Bloomberg: https://www.bloomberg.com/news/articles/2020-05-11/small-firms-join-rush-to-return-bailouts-after-rules-revisions?utm_campaign=news&utm_medium=bd&utm_source=applenews
We Love Dogs!
We welcome you AND your dog to our office. Any well-behaved dog on a lead is welcome to come into the office with you for your appointment. Dogs are loyal friends and close companions who comfort us in times of stress. If you would like your dog with you at your appointment just let us know. We […]
PLANNING FOR THE VERMONT ESTATE TAX – A DELICATE BALANCING ACT
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 […]
Dot and Ted – A Poet Takes on Alzheimer’s Disease
Dot and Ted – A Poet Takes on Alzheimer’s Disease
What Is A Revocable Trust, And Do I Need One?
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 […]
Do I Need a Will?
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. […]
DOCUMENT UPDATES
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 […]