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Most Americans of means understand that the process of estate planning is consequential when it comes to preserving wealth and working to ensure that assets are passed on according to their wishes. These days, the focus of estate planning is no longer just on real...
Estate planning is not just about deciding who will inherit your assets—it is also about crafting knowledgeable, strategic ways to minimize your estate’s tax liabilities legally. Lawful tax avoidance allows individuals to structure their estates in ways that minimize...
A charitable remainder trust (CRT) can serve as a strategic estate planning tool that allows individuals to support charitable causes after they’ve passed away while benefitting from assets placed in a particular trust during their lifetime. It can provide tax...
There are many different estate planning strategies that can help people minimize estate taxes. Those with businesses, investment accounts and multiple real estate holdings may be at risk of costly estate taxes without proper planning. The tax mitigation strategies...
Changes to estate tax laws can significantly affect how families protect assets for loved ones with disabilities. With upcoming 2025 changes, understanding the potential impact on Special Needs Trusts (SNTs) is important for Connecticut residents. What are Special...
Living trusts play a key role in estate planning by helping individuals avoid probate and maintain control over their assets. However, using retirement accounts to fund a living trust requires careful planning to avoid unintended tax consequences. Understanding...
In Greenwich, Connecticut, investors are exploring eco-friendly investments with significant tax advantages. This article examines how high-net-worth individuals can benefit from tax credits while supporting sustainable initiatives. Environmental tax credits...
Establishing a Charitable Remainder Trust (CRT) can be a strategic way to support charitable causes while also providing income to beneficiaries. However, improper planning or management can lead to costly mistakes. Knowing what to avoid ensures the trust operates...
When a loved one leaves real estate in a will, the intention is often to pass on a meaningful legacy. However, the process of inheriting property is not always straightforward. Connecticut’s probate system and real estate market dynamics present unique challenges for...
Special needs trusts are important tools for protecting the financial future of individuals with disabilities. Choosing between a pooled special needs trust and an individual trust requires understanding the benefits and drawbacks of each. These options can help...