Estate planning can be a big undertaking, but it's an important one. It may seem like an afterthought compared to the stressful buzz of life. However, it can be a wonderful reward for family and other beneficiaries if people take the time and effort to make a plan and...
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Estate Planning
New marriages often require new estate plans
As they age, people often say the world used to be simpler. Sometimes, it is a simple matter of perspective, but it is plainly true in some cases. For example, old age by modern measures was rare in previous centuries, and divorce was nearly unheard of when religious...
Estate planning tips for new parents
Everyone needs to create an estate plan, no matter how uncomfortable the process may seem. The Connecticut Post recently ran an article offering tips on how people can stop procrastinating and actually get this work done. There are times in your life when you...
Every job requires the right tools, including estate planning
It takes expertise to be a builder, but it also takes the right tools. The wrong implements and materials mean trouble for a home, sooner or later. In the same way, estate planners have to make sure that the right financial instruments are part of their strategy to...
Mistakes to avoid for high net worth estates
While estate plans can be beneficial for individuals of various economic statuses, those with large estates may find estate planning to be particularly beneficial. Not only can it help ensure the wishes of the estate holder upon passing, but it also removes the...
Estate planning in Connecticut deserves the right help
Many successful people rely on professional help to guide their financial fortunes through life. Why would anyone do differently when it comes to the future of properties and assets when life is coming to an end? Close families, descendants and charitable...
Trust taxation varies heavily by state
After a lifetime of hard work and tough choices, you would want to be able to choose who benefits from your fortunes. A surviving spouse or children may be at the top of your mind, while you may also want to contribute to charitable organizations or important cultural...
Understanding survivorship language in an estate plan
Estate planning should be an essential part of getting older. However, there are numerous issues that come up with this process. Often, people make mistakes with writing a will, and one of the biggest involves using the wrong type of language. For example, it is...
Create an estate plan with the goal of avoiding probate
The probate process is costly, time consuming and stressful. Fortunately, you can create an estate plan with the goal of most your assets avoiding the probate process.There are four ways to pass down property without it going through probate: Revocable living trust:...
Could you benefit from a living will?
Adding a living will to your estate plan may be one of the best decisions you ever make, as it can give you peace of mind in knowing that your health care wishes will be followed in the future.In short, a living will is your statement to medical providers about the...
