Attorneys Who Know.
Attorneys Who Care.
Those in the Greenwich area with significant wealth will want to ensure their assets are protected so they can be passed on to their heirs upon their death. One way to accomplish this is by executing a living trust. An overview of living trusts Living trusts are a...
Estate plans that involve large accounts and property often come with conflict. Estate planning is so important because it provides clear guidelines as to how the estate should be handled which can in turn prevent dispute. However, the chance of a will contest can...
An estate plan is an important way for a Greenwich resident to protect their legacy and the assets they hope to pass onto their loved ones. A good estate plan can accomplish these goals, but detailed estate planning from trusted legal and financial professionals can...
There are different types of trusts that can serve different purposes. The charitable remainder trust (CRT), for example, is a popular type of irrevocable trust for charity-minded individuals. It offers a variety of benefits, but there are some potential risks as...
To say the least, 2020 has been a challenging year for most Americans. In addition to the pandemic, a contentious presidential election has contributed to a turbulent time. The outcome of the election may also have a direct impact on your estate. That’s why it’s...
Acting as trustee is an important task, and choosing a trustworthy person to oversee the trust is one of the most important ways to protect your assets and the loved ones who will act as beneficiaries. Connecticut law allows you to name multiple trustees to act...
Large, high-value estates often require intricate and complex estate plans. Lawyers must account for the will, insurance policies, trusts, 401(k)s, and more as they draft comprehensive plans that protect their client’s estate. However, even the most thorough plans...
Individuals include trusts in their estate plans to provide finances for loved ones, invest in well-loved communities or reduce taxes on high-value assets. At their core, trusts allow people to protect parts of their hard-earned estates from estate taxes. Of the...
When you have a loved one with special needs, you may have questions about how you can help them in life. Providing for them as a part of your estate plan may help you give them support, but it is important to choose your estate planning tools wisely to protect both...
For years, bypass trusts were a practical way for people to avoid an excessive estate tax burden. Yet, changes to the tax in recent years may make you reconsider whether this type of trust is still necessary to protect your wealth. Since the current exemptions are...