To learn more, please download the qualified personal residence trust in connecticut report here for free. [Read More]
Choosing an Executor or Trustee
There is a postmortem aspect to consider when you are planning your estate. Once you decide on a vehicle of asset transfer you have to ask yourself who will be carrying out these wishes that you have recorded on paper. Those who use a last will to state their final wishes must choose an executor … [Read More]
Plan for Incapacity With a Living Trust
One of the estate planning devices that is commonly used to arrange for the transfer of financial assets is the revocable living trust. This tool is utilized by people who would like to avoid probate. What is probate and why would you want to avoid it? Those are good questions that we would like to … [Read More]
Why Should I Have a Revocable Living Trust?
People sometimes make assumptions without knowing all the facts. There are those who do not consider the creation of a revocable living trust because they are under the impression that all trusts are only useful for very wealthy individuals. There are trusts that benefit high net worth families that are exposed to estate taxes on … [Read More]
On What Grounds Can a Will Be Challenged?
When you utilize a last will to express your final wishes the estate will pass through the legal process of probate. During this interim anyone who wanted to challenge the will could present his or her argument before the court. If you are someone who is engaged in the process of estate planning you should … [Read More]
Providing for a Troubled Heir
We do not all have perfect family members with no flaws. Otherwise good people can sometimes have weaknesses that can be a source of concern when you are planning your estate. Giving someone who has a drug or alcohol problem or a demonstrated inability to handle funds a large direct inheritance could be a recipe … [Read More]
Consider QPRT in Light of Coming Changes
For 2014 the federal estate tax exemption is scheduled to be $5,340,000, which was an increase based on inflation from the exemption amount of $5,250,000 in 2013. As of this writing in 2012 the [Read More]
What Is A Dynasty Trust?
The vast majority of people who are working do so because they are trying to earn a living. It is logical to try to make the most of the time that you spend on the job, and all responsible individuals would like to gain some financial security for the well-being of their family members. If … [Read More]
Probate & Trust Administration
To learn more, please download our free report on what are the drawbacks of probate here. [Read More]
Providing for Your Grandchildren
It is no secret that grandparents generally have very special relationships with their grandchildren. When you are [Read More]
( By appointment only )