Estate Planning

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...

Probate is a necessary legal process that ensures the effective and complete transfer of a decedent’s assets to beneficiaries. It can, however, be cumbersome and take time to complete. In order to avoid the delays and financial costs of probate, some Greenwich...

Having a will may not guarantee that your wishes are carried out or that your heirs’ needs are assured. Estate planning should include asset transfer strategies, such as legacy planning, that helps future generations use your wealth wisely. Legacy planning Legacy...

Estate planning is important for Greenwich residents for several reasons. Not only does it help individuals set forth how and to whom items of property will be distributed, but it also helps them protect the value of the property that falls into their estate. End of...

Estate plans that involve large accounts and property often come with conflict. Estate planning is so important because it provides clear guidelines as to how the estate should be handled which can in turn prevent dispute. However, the chance of a will contest can...

An estate plan is an important way for a Greenwich resident to protect their legacy and the assets they hope to pass onto their loved ones. A good estate plan can accomplish these goals, but detailed estate planning from trusted legal and financial professionals can...

To say the least, 2020 has been a challenging year for most Americans. In addition to the pandemic, a contentious presidential election has contributed to a turbulent time. The outcome of the election may also have a direct impact on your estate. That’s why it’s...

Large, high-value estates often require intricate and complex estate plans. Lawyers must account for the will, insurance policies, trusts, 401(k)s, and more as they draft comprehensive plans that protect their client’s estate. However, even the most thorough plans...