Family and Estate Planning in Vermont

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Family Estate Planning in Vermont
The Many Changes that Affect Families Through
the Years
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Human Nature As a Reason Why We Avoid Estate
Planning
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There are many reasons people avoid estate
planning
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The New American Family
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Modern family dynamics makes it even more
important to ensure estate planning is a
priority
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Marital Deductions
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A favorite tool for estate planning
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A favorite tool for estate planning
It must be right, or else, higher taxes could be
the result
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A favorite tool for estate planning
It must be right, or else, higher taxes could be
the result
Experienced estate planning lawyers are your best
tool to avoid mistakes
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• Gross estate is calculated
• after the estate executor takes over

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It combines the total value of all assets, the
value of property left to survivors and takes
into consideration other factors, such as
charitable contributions
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One especially important benefit is the absence
of marital deduction limits
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Estate taxes can be eliminated in their entirety
by leaving the whole estate to the spouse
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Its not always the answer though marital
deductions defer taxes, not eliminate them
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Outside Factors that Must Be Considered
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Other Questions Were Asked
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Want to Know More About Family and Estate
Planning in Vermont?
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