Attorneys Who Know.
Attorneys Who Care.
"How do I know I need a living trust instead of a simple will or other related documents when estate planning in Connecticut?" If you have been wondering the same, you are not alone. Here are some factors and situations you need to consider when deciding if a...
People who make regular donations to nonprofit organizations often set up of charitable remainder annuity trusts (CRATs). As the donor, you receive funds for yourself, your beneficiaries and your favorite charities. In Connecticut, donors may start benefitting once...
As a single person who has worked your entire life, you have accumulated significant wealth. If you have no family or heirs to leave your assets to, you may wonder what you can do with your wealth. Connecticut residents can create a single-life annuity that can keep...
The IRS allows many ways for individuals to reduce their income taxes. This allows you to better prepare yourself for the future while allowing more of your income to go where you want it to. Whether you live in Connecticut or another state, you can take advantage of...
Connecticut families with a special needs relative have a lot to consider when estate planning. One of the most pressing questions that families face is how their special needs child or younger relative be taken care of after their death. A popular option for ensuring...
The creation of a trust may make it easier to ensure that your Connecticut estate planning wishes are carried out after you die. It may also make it easier to ensure that your affairs are properly managed during your lifetime. However, this exact purpose that such a...
Transferring your assets to their rightful beneficiaries isn't always as simple as writing a will. A successful transfer of wealth often calls for a strategy that takes time and research. Having an understanding of common asset transfer strategies in Connecticut will...
Intentionally defective grantor trusts have become a popular estate planning tool in Connecticut. They allow you to transfer assets to your children or other beneficiaries while minimizing the amount of gift and estate taxes that will be due. If you are looking to...
Families in Connecticut with disabled members who are not able to work have options to help provide financial support for those members. Two key tools are the special needs trust and the ABLE trust, which differ in important ways. Special needs trust vs. ABLE trust...
Heirs in Connecticut paying estate taxes after a couple or individual has passed away is generally a concern that mainly affects the highest tier of the extremely wealthy. However, upcoming legislation may cause these taxes to apply to more people - which will, in...