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As you plan your estate, you may worry about estate taxes. These can reduce what your family receives after you pass. Fortunately, tax laws allow you to address this by giving gifts to charity. These donations may qualify for a charitable tax deduction, potentially...
You have worked hard to build wealth that can support your family for generations. Today, both federal and Connecticut estate tax rules can place that legacy at risk. A spousal lifetime access trust, or SLAT, can help you plan ahead while still allowing indirect...
Building a significant legacy in Greenwich involves more than selecting investments. You likely consider how your children will handle a substantial inheritance. Many parents worry that knowing about a large trust too early might discourage a young person from finding...
You spent decades building wealth. A charitable remainder trust (CRT) puts that wealth to work for a cause you care about while still paying you income. But one decision shapes everything: which charity you name as the final beneficiary. Get it right and your legacy...
A lifetime of hard work and smart decisions has allowed you to build real wealth. Naturally, you want that wealth to support your children, grandchildren and future generations. However,without proper planning, a large portion of your estate could go to taxes rather...
A part of the probate process that might concern families is that certain personal information becomes a public record during proceedings. This article examines the scope of these disclosures and explains how a living trust can address privacy concerns. Why probate...
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...