Attorneys Who Know.
Attorneys Who Care.
A living trust is a legal arrangement that merges your property and assets into one sheltered entity. When a person wants to establish a living trust, they become the grantor or owner. If you are the grantor, you can protect and control your assets while you are alive...
Charitable remainder trusts are popular in Connecticut because of their reliability and benefits. Aside from reducing capital gains and taxes, they allow you to receive a regular payment based on your initial terms and agreement. You could receive payments based on...
An intentionally defective grantor trust (IDGT) is a popular estate planning tool that allows individuals to transfer assets to their heirs while minimizing gift and estate taxes. Connecticut residents considering their estate planning options should be aware of how...
Charitable remainder trusts are popular estate planning tools in Connecticut and around the country because they provide reliable income and may reduce capital gains, estate and gift taxes. The grantor earns a partial tax deduction when assets are placed in a...
Much more goes into estate planning than many Connecticut residents might think. Usually, movies and Hollywood will only focus on a last will and testament - as if that’s the only way to pass your belongings onto your beneficiaries. In reality, there are a lot of...
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...
Married couples in Connecticut may want to open a bypass trust as one of their wealth transferring strategies. If you want to first pass on certain assets to your spouse, then your children, then a bypass trust is an option to consider. Pass on assets to your spouse...
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...
Donating to charity has always been a great way to help minimize your Connecticut taxes. There are a number of strategies that you are free to adopt in order to enjoy this tax advantage to the fullest. The IRS has enabled a special provision that allows you to deduct...