Estate Planning | Making a Difference One Family at a Time

Study: Connecticut Ranks Second in Millionaire Density

Phoenix Marketing International. They wanted to determine the density of millionaire residents state-by-state. The study found that the state of Connecticut has the second-highest density of millionaires. Researchers determined that 7.3 percent of Connecticut households have a net worth of at least $1 million. When you achieve your financial goals, you have reached a satisfying … [Read More]

Inheritance Tax Myth Debunked

estate taxes, and you may assume that an estate tax and an inheritance tax are the same thing. In fact, these are two different forms of taxation. In this post we will explain exactly who must pay inheritance taxes, and we will also look at the differences between an inheritance tax and an estate tax. … [Read More]

Five Trusts That Can Save You Money

estate planning attorney when you are devising your legacy plan. Taxation can be a major consideration for people who have been financially successful, and there are wealth preservation trusts that can be used to ease your tax burden if you are exposed to estate taxes. The first death tax that everyone in the country has … [Read More]

Four Colossal Myths About Estate Taxes

legacy for your loved ones to draw from after you are gone. This is a rewarding position to find yourself in as a senior citizen, but you do have to be aware of the potential impact of estate taxes. There are some misconceptions that people often harbor about taxes, and in this blog post, we … [Read More]