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The Questions of Estate Planning, Part 4: Where

November 28, 2019 by Jeffrey A. Nirenstein

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, estate planning attorney, move, trust, where, will

The Questions of Estate Planning, Part 3: When

November 26, 2019 by Jeffrey A. Nirenstein

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, incapacity, trust, will

The Questions of Estate Planning, Part 2

November 21, 2019 by Jeffrey A. Nirenstein

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more. The Questions of Estate Planning, Part 2 … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, questions, trust, will

The Questions of Estate Planning, Part I: Who

November 19, 2019 by Jeffrey A. Nirenstein

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part I: Who … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, questions, trust, will

Continuing Legal Education in San Diego

November 14, 2019 by Jeffrey A. Nirenstein

Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest developments in Estate Planning and Elder Law. Read on to learn more. Continuing Legal Education in San Diego … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Elder Law, end-of-life, Estate Planning

Make Your Own Plan

October 22, 2019 by Barry D. Horowitz, Estate Planning Attorney

Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most. Make Your Own Plan … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: heirs, Intestacy, trust, will

Estate Planning Terms for the Beginner

October 15, 2019 by Barry D. Horowitz, Estate Planning Attorney

Westport estate planning attorneys

When asked, most people acknowledge the importance of having at least a basic estate plan in place. Nevertheless, many of those same people have yet to get started on their plan. One common explanation for this seeming disparity is that people are intimidated by the unfamiliar language and concepts used in estate planning. One way to make the process less intimidating, therefore, is to learn some of the terminology. With that in mind, the Westport estate planning attorneys at Nirenstein, … [Read more...]

Filed Under: Estate Planning

529 Plans: Planning for Education with a Tax and Asset Protection Bonus

October 8, 2019 by Barry D. Horowitz, Estate Planning Attorney

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how 529 plans may have tax advantages when providing for education. Further, the article looks at how such a plan may provide asset protection in bankruptcy, as well. 529 Plans: Planning for Education with a Tax and Asset Protection Bonus … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: 529, education, planning, trusts

Planning for Education Expenses

October 3, 2019 by Barry D. Horowitz, Estate Planning Attorney

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how a trust can be used to provide for your child or grandchild’s education. The article looks at how a trust can protect those funds. Planning for Education Expenses … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: 529, education, planning, trusts

Planning for Special Needs Children

October 1, 2019 by Barry D. Horowitz, Estate Planning Attorney

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: planning, special needs, trusts

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Testimonials

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
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.
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.
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.
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
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

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    • Wednesday, December 11, 2019

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Westport, CT 06880
Phone: (860) 548-1000
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Somerset Square

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Phone: (860) 548-1000
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