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

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Estate Planning Archives

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.

How do families make estate plans for people with special needs?

One memoir by the mother of a child with special needs likened the experience to planning a trip to France and going to Italy instead. Anyone with a family member with special needs can report that the point of this statement is true: It may be surprising, but it is still magical.

What is a durable power of attorney?

People may put off making an estate plan for a lot of reasons. They may feel they're too early in life, or they may assume their plans are so simple that they inevitably work in probate. But, just like there is always a reason to avoid estate planning, there is always a good reason for adults to address the subject as soon and as often as possible.

Adult children may become financial planners for parents

Most of our financial advice in early life comes from older family members. They have been around longer and we begin life trusting them and listening to them. So it can feel awkward when the tables are turned and it may be time for elders to require our advice.

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