Medicaid planning in Connecticut is full of half-truths, outdated advice, and well-meaning recommendations from people who are absolutely confident and only occasionally correct. The result is that families wait too long, make avoidable mistakes, or assume Medicaid will work like a simple application when it is actually a rules-based eligibility system with serious financial consequences. … [Read More]
What Are the Estate Tax Filing Requirements?
For most people, the federal estate tax never comes into play because the exemption is a robust $15 million for 2026. There is a state-level estate tax here in Connecticut to contend with as well, but the exclusion mirrors the $15 million federal exemption. That said, some people in the Westport and Glastonbury areas hold … [Read More]
Can I Still Live in My House If It’s in a Trust?
You may hesitate to place your home into a trust because you worry about losing control. The question is simple and reasonable: Can I still live in my house if it’s in a trust? In most estate planning situations, the answer is yes. You can continue living in your home even after it is transferred … [Read More]
Can a Trustee Change the Terms of a Trust?
If you’ve been named a trustee, you may be wondering how much authority you actually have. Managing assets, making distributions, filing tax returns — those responsibilities come with the role. But what about the trust document itself? Can a trustee change the terms of a trust if circumstances shift, if a beneficiary’s needs evolve, or … [Read More]
Beyond the Simple Will: Strategic Asset Transfer Methods for Complex Estates
Many people start their estate plan with a simple will. That makes sense. A will feels familiar, direct, and easy to understand. However, as your assets grow or your family situation becomes more layered, a basic will often stops being enough. At that point, the real question is not whether you have a will, but … [Read More]
Inheritance Balancing Tips for Family Business Owners
If you own a closely held business in Connecticut, your company is likely the most valuable asset in your overall estate. Passing that company to the next generation can become complex when your children have different levels of involvement in the day-to-day operations. You may have one child who has spent years working alongside you … [Read More]
Can I Be the Trustee of My Own Trust?
For most people setting up a revocable living trust in Connecticut, serving as your own trustee is the standard approach, not the exception. You create the trust, transfer your assets into it, and continue managing everything exactly as you did before. The trust holds legal title to your property; you remain in control of every … [Read More]
Blended Families: The Fair vs. Equal Estate Planning Dilemma
Modern families rarely fit into neat, predictable boxes. As blended families have become more common, traditional estate planning strategies often fall short. For parents in Westport and Glastonbury who are navigating remarriages, stepchildren, and biological children, a complex legal and emotional question inevitably arises: Should an inheritance be divided equally, or is there a fairer … [Read More]
How to Avoid Adult Guardianship Through Proper Planning
No one expects to lose the ability to make decisions for themselves. But illness, injury, and cognitive decline can happen at any age. When they do, and no plan is in place, a court may step in to appoint a guardian to manage your affairs. Understanding how to avoid adult guardianship is one of the … [Read More]
Digital Estate Planning in the AI Age: Key Considerations
Most people think of estate planning as a process that accounts for houses, bank accounts, retirement funds, and personal property. The financial and legal picture has always been more complicated than that, but it has never been more complicated than it is right now. Artificial intelligence tools, cloud-based accounts, cryptocurrency, and monetized digital content have … [Read More]
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