Estate Planning Vermont

Look for Changes in Retirement Plans

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Provided by, Gabe Lajeunesse, AAMS® Edward Jones Investments It might not have made the headlines, but a recently passed piece of legislation could affect the IRAs and 401(k)s of millions of Americans beginning in 2020. So, if you have either of these…

Estate Planning for the Thankful, or  Put Down the Electric Knife, Uncle Bob 

While it may seem counterintuitive, Thanksgiving can actually be an excellent time for such a discussion. It’s one of the few times of the year when far-flung families come together. It’s an especially appropriate time for you to share with those you love that you’re grateful that your estate plan will spare them the painful, difficult decisions should illness incapacitate you. Continue reading