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Both ABLE accounts and Special Needs Trusts (SNTs) are accounts that protect the assets of individuals with special needs. They allow for financial planning, as well as a secure way to save and use resources without losing eligibility for benefits or assistance...
A will isn't the best way of transferring wealth in Connecticut. Assets must typically go through probate, which means they could be seized by creditors and winners of lawsuits. They would also take longer to land in the hands of your intended recipients. There are...
When it comes to estate planning, trusts are a popular way to ensure your assets get distributed the way you want. There are several types of trusts, but charitable trusts are one of the most common among Connecticut residents. What is a charitable trust? A charitable...
"How do I know I need a living trust instead of a simple will or other related documents when estate planning in Connecticut?" If you have been wondering the same, you are not alone. Here are some factors and situations you need to consider when deciding if a...
People who make regular donations to nonprofit organizations often set up of charitable remainder annuity trusts (CRATs). As the donor, you receive funds for yourself, your beneficiaries and your favorite charities. In Connecticut, donors may start benefitting once...
Connecticut families with a special needs relative have a lot to consider when estate planning. One of the most pressing questions that families face is how their special needs child or younger relative be taken care of after their death. A popular option for ensuring...
Intentionally defective grantor trusts have become a popular estate planning tool in Connecticut. They allow you to transfer assets to your children or other beneficiaries while minimizing the amount of gift and estate taxes that will be due. If you are looking to...
For many people in Connecticut, the house is among the most important assets to consider when it comes to estate planning. Deciding on the best way to manage the house can be complicated, but placing it in a living trust is one of the most common options. Living...
In Connecticut, a bypass trust is a tool for avoiding some of the estate tax that would otherwise be due over the course of the deaths of a couple who leave assets for their children. It involves creating two trusts and transferring assets from one to the other at key...
In Connecticut, if you'd like to maintain investment income and benefit one of your favorite charities, setting up a charitable trust can be an excellent way to complete both endeavors. Understanding the pros and cons will make you more informed about its benefits....