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

Your Leading Estate Planning, Taxation, Real Estate and Trust & Estate Litigation Firm.

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Posts tagged "Estate Planning"

Do you need to refine your estate plan?

It's that time of year again: You should review your estate plans to see if they still meet your needs. Estate planning is seldom a "one and done" type of experience. Because life is full of changes and surprises, it's smart to go over your plans every year around this time to make certain that they are complete.

Why should parents set up special needs trusts?

Individuals tend to repeatedly hear that they need to sit down and draft a will as they get older. They're often told that their assets may go to someone other than those they intended unless they document their wishes. Wills aren't just for older people, though. They're for younger individuals too. However, you may need more than a will if you have a child with special needs. You may also need to set up a trust if your son or daughter is reliant upon you and/or government benefits for their care.

Conservators have a very important responsibility

A conservator has a very important legal responsibility in Connecticut. In many ways, there are no more serious obligations, as a conservator agrees to take responsibility for someone who may not even understand what responsibility. Much like parents need to maintain the safety and well-being of their children, conservators often have to do the same with adults who cannot manage their own affairs.

Estate plans should be made early and reviewed often

Estate planning can be a big undertaking, but it's an important one. It may seem like an afterthought compared to the stressful buzz of life. However, it can be a wonderful reward for family and other beneficiaries if people take the time and effort to make a plan and check it regularly.

Greenwich Office
25 Field Point RD
Greenwich, CT 06830

Phone: 203-661-5222 CT
Fax: 203-661-1197
Greenwich Office Location

White Plains Office
1 North Lexington Avenue
Suite 701
White Plains, NY 10601

Phone: 914-397-2400 NY
Fax: 914-437-6354
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Bridgehampton Office
2317 Montauk Highway
Bridgehampton, NY 11932

Phone: 203-661-5222 CT
Fax: 203-661-1197
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Naples Office
500 Fifth Avenue South
Suite 526
Naples, FL 34102

Phone: 239-302-2768
Fax: 239-325-1813
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