WAEstate

Estate Planning | Making a Difference One Family at a Time

An Estate Planning Law Firm
Making a Difference One Family at a Time

Call Now: (860) 548-1000

Attend a Free Seminar
  • Home
  • Our Firm
    • About Our Firm
    • Meet Our Team
  • Services
    • Elder Law & Medicaid
    • Estate Planning
    • Financial Planning Assistance
    • IRA and Retirement Planning
    • LGBT Estate Planning
    • Loss of a Loved One
    • Pet Planning
    • Powers of Attorney
    • Special Needs Planning
    • Trust Administration and Probate
    • Veterans Benefits
    • Estate And Gift Tax Figures
  • Elder Law
    • Alzheimer’s Disease
    • Caregiver Information
    • Guardianship & Conservatorship
    • Hospice Care
    • Medicaid Planning
    • Nursing Home Planning
  • Resources
    • DocuBank
    • Elder Law Resources
      • Glastonbury Elder Law Resources
    • Estate Planning Articles
    • Estate Planning Definitions
    • Estate Planning Seminars
    • Estate Planning Techniques
    • Estate Planning Checkup
    • Estate Planning Presentations
    • FREE Estate Planning Worksheet
    • Frequently Asked Questions
      • Elder Law & Medicaid
      • Estate Planning
      • Financial Planning
    • Probate Resources
      • Glastonbury Probate Resources
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Elder Law
      • Estate Planning for Niches
      • Trust Administration
    • Newsletters
  • Seminars
  • Communities We Serve
    • Fairfield County
    • Hartford County
    • Litchfield County
    • Middlesex County
    • Windham County
    • New Haven County
    • Tolland County
    • New London County
  • REVIEW US
  • Blog
  • Contact Us

Estate Planning & Educational Gifts

March 23, 2012 by Jeffrey A. Nirenstein, Vice President

We have all heard it said that "giving is better than receiving," and this is just a quaint truism when you hear the words spoken or read them in print. However, no matter how many times you've given a gift, when you actually have the experience of seeing the joy that the right gift brings to the recipient it is truly a meaningful experience. This is something to keep in mind when you are planning your estate, because giving gifts while you're still alive can provide you with estate tax … [Read more...]

Filed Under: Estate Planning Tagged With: Elder Lawit's, Estate Planning, Estate Tax

Remember Your Pets When Planning For The Future

March 19, 2012 by Jeffrey A. Nirenstein, Vice President

Pet ownership can be one of the joys of life, and it can be especially beneficial to senior citizens. Many elderly individuals have lost family members along the way while others have become busy with their own lives. As a result, loneliness can become a problem. It is important for seniors to maintain good mental health, and loneliness can lead to depression which can be a significant mental health challenge. It is a lot less likely that you will become depressed if you have a loving companion … [Read more...]

Filed Under: Estate Planning Tagged With: Estate Planning, Inheritance Planning

Preparing For Probate

March 19, 2012 by Jeffrey A. Nirenstein, Vice President

Many people automatically equate estate planning with the preparation of a last will. This is of course one of your options, but it is not always the best one. This is why you should discuss the matter with an experienced estate planning attorney before proceeding. If you do ultimately choose to use a last will as your primary vehicle of asset transfer your estate is going to have to pass through the process of probate. So, it is important to prepare your last will with the realities of probate … [Read more...]

Filed Under: Probate

Tax-Free Gift Possible With A Zeroed Out GRAT

March 16, 2012 by Jeffrey A. Nirenstein, Vice President

One of the objectives that many people have when they are engaged in the process of estate planning is to enable a transfer of assets to their loved ones in a tax efficient manner. You might think this can be accomplished through gift giving while you are still alive to see your family members enjoy the gifts. Unfortunately the IRS is well aware of this possibility so there is a gift tax in place that carries the same rate as the estate tax. There is a $5 million lifetime gift tax exemption, … [Read more...]

Filed Under: Estate Planning Tagged With: Estate Planning, Inheritance Planning, trusts

Trust Administration At A Glance

March 9, 2012 by Jeffrey A. Nirenstein, Vice President

Professional guidance is important when you are interested in making preparations for the future. As a layperson, it is very likely that you are not going to be aware of all of the different legal instruments that are available to you and why you may use one and not another and that is why you need to speak to an estate planning attorney. There can be a lot more to comprehensive estate planning than simply drawing up a last Will, and in fact you may want to use an alternative to a Will such as … [Read more...]

Filed Under: Wills and Trusts Tagged With: Estate Planning, Inheritance Planning, trusts

Taking Steps To Remain At Home

March 2, 2012 by Jeffrey A. Nirenstein, Vice President

It is important to be pragmatic about the eventualities of aging so that you are not suddenly confronted with a situation that you have not made any preparations for. It can be hard to envision such a scenario when you are healthy and fully ambulatory, but there may come a time when you will need living assistance and in fact most senior citizens are going to be in this position eventually. You can of course choose to reside in an assisted living community or a nursing home should you require … [Read more...]

Filed Under: Elder Law Tagged With: Financial Planning, long term planning, Retirement Planning

Singer Houston Leaves Robust Estate

February 22, 2012 by Jeffrey A. Nirenstein, Vice President

The world was deprived of a powerful voice recently when the singer Whitney Houston passed away in Beverly Hills. She was extraordinarily successful during the peak of her career, winning six Grammy awards and two Emmy awards while producing seven consecutive number one singles. Whitney Houston will surely be missed and it is sad to think that she was just 48 years old when she passed away. Considering the fact that over half of the people in the United States are going through life without an … [Read more...]

Filed Under: Estate Planning Tagged With: Estate Planning, Inheritance Planning

Is Money Management Ability A Concern?

February 15, 2012 by Jeffrey A. Nirenstein, Vice President

Every family is comprised of a compendium of unique individuals who all have different talents. At the same time, we all have our weaknesses as well and not everyone is a sound money manager. This is something to take into consideration when you are planning your estate. Most people who reach an advanced age become comfortable with the reality of their own mortality. Perhaps the most difficult thing to deal with is the idea that you will no longer be around to help your loved ones should they … [Read more...]

Filed Under: Estate Planning Tagged With: Estate Planning, Inheritance Planning, trusts

Have A Lasting Impact Through Legacy Planning

December 9, 2011 by Jeffrey A. Nirenstein, Vice President

When you reach the point in your life when begin to look back and evaluate the mark that you have made on the world a lot of things may cross your mind. When you are gone, how will you be remembered? You may ask yourself how you can make an impact that is felt even after your passing, and this is what legacy planning is all about. There are a number of different courses of action that you could take to have a positive influence on the community for years to come and perhaps even … [Read more...]

Filed Under: Estate Planning Tagged With: Estate Planning, Inheritance Planning, Legacy Planning

Long-Term Care: Be Prepared

October 17, 2011 by Jeffrey A. Nirenstein, Vice President

When you are working and planning for your active retirement years it can be a lot of fun to envision the future. You will finally have the spare time to do all of the things that you always wanted to do. The key is to plan ahead intelligently so that you have the financial resources to do so. This is why it is wise to develop a relationship with a retirement planning attorney at a relatively young age. The longer you have to achieve your goals the more likely it is that they will come to … [Read more...]

Filed Under: Elder Law, Long-Term Care Tagged With: Elder Law, Estate Planning, Long Term Care

  • « Previous Page
  • 1
  • …
  • 27
  • 28
  • 29
  • 30
  • 31
  • …
  • 36
  • Next Page »

Download our free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • Google+
  • Instagram
  • Linkedin
  • RSS
  • Twitter
  • YouTube

Testimonials

This is a very difficult problem to face.- These people were a great help to us. They explained these matters clearly, professionally and kindly- My family will have an easier time dealing with this stuff. Now I can die in peace. The less of my estate the government gets, the better.
-B.C. & M.C.
Very satisfied from the day of the seminar to when the trust took effect. All our questions were answered and any further questions we might have are only a phone call away. We will recommend this to all our family and friends.
B. T.
We are very pleased with the service we have received. The staff has been very helpful, professional & cordial. It has given us peace of mind to work on the estate planning. All of the information received has been very helpful.
ERM
Efficient, clear and helpful communication; clearly knowledgeable and an expert in estate planning and assisting clients; hospitable office staff; easy location to access; would definitely recommend to others interested in exploring and establishing trusts.
S.J.B.
All of the staff were extremely professional & attentive and helped us navigate through the estate planning process with ease. As a result, we have piece of mind, as well as a clear step by step process to follow in the future. The take-home binder is an added bonus, and I know we will use it as a resource.
MS
Process was clear and concise. An important factor was to attend the seminar. The Review was thorough with detailed information, punctuated by reassurances that the firm can always be contacted. We would recommend this firm.
MM

Upcoming Seminars

  • ESTATE PLANNING SEMINAR
    • May 1, 2018
    • Storrs
  • ESTATE PLANNING SEMINAR
    • May 2, 2018
    • WATERBURY

See all seminars

Sign up for Newsletter

  • This field is for validation purposes and should be left unchanged.

WESTPORT OFFICE

191 Post Road West
Westport, CT 06880
Phone: (860) 548-1000
Fax: (860) 761-1070
  • WESTPORT OFFICE

Somerset Square

200 Glastonbury Boulevard, Suite 202
Glastonbury, CT 06033-4418
Phone: (860) 548-1000
Fax: (860) 761-1070
  • Somerset Square

Office Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
footer-logo
  • Facebook
  • Google+
  • Instagram
  • Linkedin
  • Twitter
  • YouTube

The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Privacy Policy | Contact Us | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys

© 2018 American Academy of Estate Planning Attorneys, Inc.