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Families with significant assets often focus on tax planning, passing down wealth and maintaining control over the long term. However, planning can become more complicated when a beneficiary has a disability. In Connecticut, a supplemental needs trust can help address...
Setting up a special needs trust (SNT) can be a great way to plan for your loved one with disabilities. Understanding the distinction between first-party and third-party SNTs is essential for maintaining eligibility for benefits under state law. Defining a first-party...
Estate planning requires careful consideration regarding major assets. For those with homes, ensuring that the appropriate party inherits the property may be a top priority during the estate planning process. Arranging for a transfer that occurs outside of the probate...
Charitable giving is often an important component of a well-rounded legacy. Individuals with resources want to support their loved ones, but they may also want to provide assistance for nonprofit organizations or scholarship funds. Charitable giving requires careful...
When making an estate plan, you can use a trust to protect your assets from disputes, probate and debt collectors. A trust is a legal arrangement that distributes trust funds and assets to beneficiaries. A trust is managed by a trustee, who is legally bound to act in...
For many families, building wealth is only half the mission. The other half -- just as important -- is protecting that wealth for future generations. A generation-skipping trust (GST) may be one of the most effective planning tools for passing assets down the family...
When you write a will, your goal is to make sure your property goes to your heirs without problems. Even small mistakes in describing your property can cause legal disputes, slow down probate and create extra costs for your loved ones. For people with significant...
If you’re a retired person with a high net worth who is drafting an estate plan, you may be able to dodge some taxes while creating a lasting legacy in your name. If that is something you would like to do with your estate, there are a number of charitable giving...
Some people have invested consistently throughout their careers. They may own stocks, physical commodities, like gold, and even real property. They may also have well-funded savings accounts and retirement accounts. Financial resources can quickly become a point of...
Parents and successful professionals with dependent spouses often invest in life insurance coverage. They want to ensure that their loved ones can fulfill their financial obligations and maintain a baseline standard of living after their passing. Unfortunately, some...