Oct 25, 2019
This week is National Estate Planning Week. Estate planning is important every week to estate planning attorneys, but this one week is set aside so we can remind folks to make sure you have an estate plan and if you have one that it is up to date.
Oct 22, 2019
Vermont Bar Journal Fall 2019 President's Column, Listen to be Heard. Gary F. Franklin, Esq.
Aug 08, 2019
Have you been designated as a Personal Representative or Executor? Attorney Elizabeth Brown breaks down all of the responsibilities that come with being named the Personal Representative or Executor to someone's Will.
Aug 08, 2019
One of the most common misconceptions about estate planning that I run into is the belief that having a Will allows your estate to avoid probate. That is not the case. When an asset passes to others according to the terms of a Will, it has to go through the probate process.
Jun 28, 2019
Succession planning is arguably the most critical issue a small business or a family business will face. In this blog post Elizabeth Brown outlines the the formula for a succession plan that protects your business and your family.
Jun 27, 2019
Vermont Department of Taxes imposes an estate tax on the transfer of Vermont estates of decedents dying while a resident of Vermont. Currently, Vermont law provides for a $2,750,000 exemption from an estate tax.
Jun 05, 2019
Congratulations! Your child just turned 18, they are an "adult" now, or at least in the eyes of the law. Don't let them leave the nest without asking them to sign two critical estate planning documents.
May 06, 2019
Internal Revenue Service enforcement actions against in-house insurers that elect not to pay tax on premiums.
Apr 25, 2019
By now, most in the captive insurance industry know about the Cease and Desist Order issued last year by the elected Washington Insurance Commissioner (the “Commissioner”) to Cypress, Microsoft’s Arizona-domiciled captive. The Commissioner ordered Cypress to stop transacting insurance and to pay Washington tax on its premiums, as well as interest and penalties. The dispute settled for $876,820, and Cypress issues its policies through a surplus lines broker.
Mar 28, 2019
Vermont Bar Journal Spring 2019 President's Column, Behold the Future