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

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Estate Planning Archives

Families benefit from estate planning well before it is needed

The mystery of death is how, no matter how healthy a person might be, it may come at any time. It is many people's nightmare to find out they have a prognosis of a few months to live. If that moment occurs in reality, the last thing that you would want to do is deal with the necessary end-of-life plans to pass assets and wealth onto the next generation.

Life settlements add cash to estates and retirement accounts

Life insurance has been considered a must by successful financial planners for generations now. Many high-earning professionals in Connecticut have enjoyed the security of knowing that their family's standard of living is safe from an unexpected death or disability.

IRS changes may make life harder for estate planners

Estate planning is more than a rich person's game. Clear wills and prearranged trusts can prevent needless arguments between inheritors with any size of bequest. However, rules and requirements for estate planning often get more complex when people are dealing with a larger estate.

How an irrevocable trust impacts government benefits

An irrevocable trust is one that you typically cannot modify, amend, revoke or change in any way. There are rare situations that allow for some alteration, but, generally speaking, the trust has to stay exactly as it was when you set it up. The assets are no longer yours. Now they belong exclusively to the trust.

Powers of attorney put powers in the right hands

Death is never a good topic, but planning for it can do our families and friends a lot of favors. The right last will and testament can make it much easier for your successors to make sense of your intentions and execute your wishes after you are gone or if you cannot communicate them.

Greenwich Office
25 Field Point RD
Greenwich, CT 06830

Phone: 203-661-5222 CT
Fax: 203-661-1197
Greenwich Office Location

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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Naples Office
500 Fifth Avenue South
Suite 526
Naples, FL 34102

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