Connecticut residents can take advantage of many different tax reduction strategies each year. The sad part is that many of these individuals don't realize the various methods that are available to them to reduce their tax burden. It's time to listen up and take notes...
Attorneys Who Know.
Attorneys Who Care.
Estate Planning
Understanding if a generation-skipping transfer is right for you
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...
Things to consider when succession plans are part of an estate
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...
What’s the best way to transfer your wealth?
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...
Estate Planning Tips to keep your money
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...
Estate planning strategies for people of high net worth
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...
Strategies for avoiding estate taxes
Taxes help fund public goods, and most taxes come from individual income, corporate income, sales and payroll taxes. Although estate tax doesn't make up a substantial portion of Connecticut's tax revenues, every family wants to avoid estate taxes if possible. Give...
Strategies for giving for Connecticut estates
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...
Creating an estate plan designed to reduce family squabbles
Every family experiences its share of disagreements. However, in some families, arguing is the status quo. While there are various methods of resolving conflicts when you’re around, things can get particularly contentious when you’re no longer there, and your loved...
Legal assistance can help you meet your goals
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...