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An asset transfer strategy helps you decide how property and other valuables should move to the right people at the right time. It can include real estate, business interests, savings, family heirlooms and other important assets. However, a plan that worked years ago...
Many families assume estate planning only matters after they are gone. But the most powerful wealth-preservation decisions actually happen during your lifetime, not after. In Connecticut, delaying asset structuring leads to missed opportunities and costly tax...
A lifetime of hard work and smart decisions has allowed you to build real wealth. Naturally, you want that wealth to support your children, grandchildren and future generations. However,without proper planning, a large portion of your estate could go to taxes rather...
A part of the probate process that might concern families is that certain personal information becomes a public record during proceedings. This article examines the scope of these disclosures and explains how a living trust can address privacy concerns. Why probate...
Families with significant assets often focus on tax planning, passing down wealth and maintaining control over the long term. However, planning can become more complicated when a beneficiary has a disability. In Connecticut, a supplemental needs trust can help address...
For many families, building wealth is only half the mission. The other half -- just as important -- is protecting that wealth for future generations. A generation-skipping trust (GST) may be one of the most effective planning tools for passing assets down the family...
When you write a will, your goal is to make sure your property goes to your heirs without problems. Even small mistakes in describing your property can cause legal disputes, slow down probate and create extra costs for your loved ones. For people with significant...
If you’re a retired person with a high net worth who is drafting an estate plan, you may be able to dodge some taxes while creating a lasting legacy in your name. If that is something you would like to do with your estate, there are a number of charitable giving...
Some people have invested consistently throughout their careers. They may own stocks, physical commodities, like gold, and even real property. They may also have well-funded savings accounts and retirement accounts. Financial resources can quickly become a point of...
Charitable remainder trusts (CRTs) are estate planning tools that allow individuals to support charitable causes while maintaining an income stream for either a specified period or life. A CRT can provide tax benefits, help manage appreciated assets and ensure that a...