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probate

Vermont Probate Small Estate Procedure

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

By:  Matt Getty Legislation has been introduced in the Vermont House to increase the value threshold for implementing the “small estate” procedure in probate.  This bill will ease the administration of estates in certain circumstances.  An executor or administrator would still have a number of tasks and legal responsibilities, and the streamlined procedure would still […]

Filed Under: Probate Tagged With: probate, vermont

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

What To Bring: Meeting An Attorney About Opening a Vermont Probate Estate

April 10, 2018 By McCann Morgan & Getty Leave a Comment

By:  Denise Tuttle Imagine you have just lost a dear loved one. Your thoughts are jumbled and your world has been turned upside down.  You have an appointment scheduled to meet an attorney for the first time to discuss where to go from here.  You may be anxious about this appointment, despite having enough already […]

Filed Under: Probate Tagged With: estate, probate, vermont, will

Do I Need a Will?

April 9, 2018 By McCann Morgan & Getty Leave a Comment

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.  […]

Filed Under: Other Tagged With: estate planning, heir, joint ownership, probate, second marriage, vermont, will

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