Estate planning documents often contain words that feel unfamiliar. Legal language, sometimes called “legalese,” can make it difficult to understand what is being said. Yet these terms matter because they define rights, responsibilities, and outcomes. By learning the meaning of common estate planning terms, you can feel more confident about your plans and decisions. Will … [Read More]
Can I Leave Funeral Instructions in My Estate Plan?
Planning for the future often focuses on financial matters and asset distribution. However, many people also want to ensure their final wishes are honored when it comes to funeral and burial or cremation arrangements. Including funeral instructions in your estate plan can help guide your loved ones during a difficult time and reduce confusion or … [Read More]
Can I Keep My Estate Plan Private?
Many people assume that once they pass away, their affairs will be handled quietly and privately. In reality, the process of settling an estate can be surprisingly public. If your estate goes through probate, your assets, debts, and beneficiaries may become part of the public record. For families who value discretion, this can be an … [Read More]
Digital Estate Planning: Updated Guidance for 2026
Estate planning has always been about protecting your property and making sure your wishes are carried out. In 2026, that responsibility extends far beyond paper documents and bank accounts. Your estate may now include digital property like cryptocurrency, non‑fungible tokens (NFTs), social media accounts, cloud storage, subscription services, and even online businesses. This guide gives … [Read More]
What’s the Difference Between an ABLE Account and a Special Needs Trust?
Supporting a loved one with a disability takes careful planning. You want to protect their comfort and security while keeping essential benefits in place. Two main tools can help achieve that balance: ABLE accounts and special needs trusts. Each allows savings and financial support without affecting government eligibility, but they work in very different ways. … [Read More]
Can You Engage a Professional Trustee?
When you create a trust, you decide who will manage it after you’re gone or if you become incapacitated. That person or institution, the trustee, plays a critical role in protecting your assets and following your wishes. Many people name a family member, but some trusts call for professional management. Understanding when and why to … [Read More]
Estate Planning Insights: Can My Will Address Out-of-State Property?
We have a Westport, Connecticut, estate planning office, and another location in Glastonbury. A lot of people in these areas have significant resources, and many own property outside of the state. This raises the question: Can a will address out-of-state property? Let’s take a look at the question from an overview, because the simple answer … [Read More]
IRS Announces Increased 2026 Estate Tax Exclusion
The IRS adjusts the estate tax exemption each year to account for inflation. With 2025 coming to a close, they have released the 2026 federal estate tax exclusion, and it is good news for high-net-worth individuals. Let’s look at the details. Understanding the Federal Estate Tax Exclusion The federal estate tax exclusion is the amount … [Read More]
Can a Trust Protect Heirs From Wasting Money?
When you are contemplating your legacy, you will naturally consider the proclivities of your heirs. You may have no problem with the idea of leaving a lump sum inheritance to a responsible adult child. At the same time, there are those who can be described as “financially challenged.” With this in mind, a lot of … [Read More]
Estate Planning for Young Families: How Do I Protect My Loved Ones?
If you and your spouse or partner are the parents of minor children, you may have questions about estate planning for young families. This is an important responsibility, and unfortunately, many younger people are unprepared, which creates unnecessary risks. Some people who know they should act do not move forward because the matter seems complicated, … [Read More]
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