Individuals and couples who have high-value resources to address in their estate plans often require more complex documentation. Frequently, they may choose to use a trust as a means of passing property to the next generation instead of relying on a will. Trusts can...
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Estate Planning
What is the best way to leave an inheritance to your children?
Leaving an inheritance can be an important part of estate planning, especially when making sure your children are financially secure. Connecticut law provides several options for leaving an inheritance that can meet your goals and protect your children's future....
Can you get a tax deduction for donating art?
Donating art can be an important part of estate planning, especially for those who hold significant collections. Understanding how specific rules apply can help high-income individuals make strategic decisions. What qualifies as a charitable donation? To claim a tax...
Who is eligible for a special needs trust?
When planning your estate, consider how to provide for loved ones with special needs. A special needs trust (SNT) helps you support a beneficiary with disabilities without affecting their eligibility for government benefits. Knowing who qualifies for a special needs...
How can estate planning protect ultra-high value estates?
A major goal of estate planning is to protect the assets of a creator so they can be passed effectively to beneficiaries. Creditor claims are one of the potential problems that can chip away from the value of an estate without proper estate planning. Thankfully, there...
Estate planning for art collections and other valuables
Estate planning for art collections and other valuables requires careful consideration. In Connecticut, those with substantial estates should take specific steps to ensure their prized possessions are properly managed and distributed. Inventory and valuation First,...
Managing international assets in your estate plan
Managing international assets in your estate plan can be complex. If you have assets in multiple countries, careful planning ensures smooth transfers and minimizes legal hurdles. It might be helpful to know how to handle international asset transfers effectively....
How charitable remainder trusts help align your legacy with your values
Estate planning is more than just distributing your assets after your lifetime. It is an opportunity to create a lasting legacy that reflects your values and supports the causes you care about. By integrating goodwill into your estate plan, you can make a meaningful...
Single-life annuities can continue legacies even without heirs
For some people, leaving a legacy is synonymous with passing on one’s estate to heirs. This might leave those without children or close relatives wondering what will happen to their wealth. Is there a need for an estate plan if there are no heirs to receive one’s...
Special needs trusts protect assets and government benefits
If you have children with disabilities or worsening conditions, you may worry about their future. You may have assets to leave behind for their care but harbor concerns that it will interfere with their ability to obtain needed government aid, such as Medicaid...