Attorneys Who Know.
Attorneys Who Care.
Tax policies are in constant flux. If you are one of the money-smart Connecticut residents who are eyeing the changes, it could be a good idea to investigate asset transfer strategies. Remove assets from your estate You already know that you want your kids to have a...
Giving to charity while at the same time generating income seems like an excellent way to put your savings into use. Many people in Connecticut are considering Charitable Remainder Trusts (CRT), although they lack a good understanding of how this vehicle works. A CRT...
A top reason people take part in estate planning and write a will with careful consideration centers on caring for family members. A person with significant assets likely doesn't want to see creditors and tax agencies take a substantial portion of the assets. However,...
Connecticut residents who have a significant amount of wealth in the form of assets and savings have many options when it comes to estate planning. Trusts are one of the most common entities that are set up to pass along wealth to future generations. One specific type...
Many entrepreneurs in Connecticut envision a day when an heir will take over the business they build from scratch. Business owners who include a succession plan as part of the estate planning process should carefully consider a few points when planning to leave a...
Some Connecticut residents don't tell their heirs about their will before they pass away. As a result, their beneficiaries have no idea what to expect and might not know how to handle their sudden wealth. To prepare your beneficiaries for their inheritance, it's best...
The process of estate planning in Connecticut can be challenging. Hearing people's stories of how the government took a large portion of people's inheritance under the excuse of taxes can be scary to think about. You've created a nice nest egg for your family's future...
Connecticut is home to many high-net-worth individuals. Plenty of people commute into New York for finance jobs or work as insurance industry executives in cities like Hartford. Earning a good living removes many of life's challenges, but it also creates others. There...
While the Tax Cuts and Jobs Act made huge changes to the tax code, the doubling of the estate tax deduction has been one of the more attractive features for families who have made significant estate plans. However, if you live in Connecticut and are concerned about...
If you have significant assets and a high income, then the chances are that you’re wondering how best to transfer your assets when the time comes. This usually occurs through an estate plan, but there’s no cookie cutter approach to these plans. In fact, in order to...