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Connecticut Phone: 203-661-5222 | New York Phone: 914-397-2400 | Florida Phone: 239-302-2768

Your Leading Estate Planning, Taxation, Real Estate and Trust & Estate Litigation Firm.

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Estate Planning Archives

Conservators have a very important responsibility

A conservator has a very important legal responsibility in Connecticut. In many ways, there are no more serious obligations, as a conservator agrees to take responsibility for someone who may not even understand what responsibility. Much like parents need to maintain the safety and well-being of their children, conservators often have to do the same with adults who cannot manage their own affairs.

Estate plans should be made early and reviewed often

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 check it regularly.

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 orders had more power in society.

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 pass money and property to others.

Supreme Court rules on taxation of trusts in estate plans

One guarantee of states and municipalities across the United States is a type of probate court, which allows people to legally take responsibility for assets that used to belong to someone else. Each jurisdiction has its own rules and laws to follow, which often deal with how assets are divided or distributed when there is no directive from the deceased person.

Greenwich Office
25 Field Point RD
Greenwich, CT 06830

Phone: 203-661-5222 CT
Fax: 203-661-1197
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White Plains Office
1 North Lexington Avenue
Suite 701
White Plains, NY 10601

Phone: 914-397-2400 NY
Fax: 914-437-6354
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Bridgehampton Office
2317 Montauk Highway
Bridgehampton, NY 11932

Phone: 203-661-5222 CT
Fax: 203-661-1197
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500 Fifth Avenue South
Suite 526
Naples, FL 34102

Phone: 239-302-2768
Fax: 239-325-1813
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