People are living long lives these days with the average life expectancy in the United States standing at 78.2 years at the present moment. Of course this is in fact an average and your life expectancy rises as you get older. Many people are surprised to hear that the segment of the population that is … [Read More]
Be Clear When Stating Your Wishes
We live during interesting times as they say, and when you think about estate planning things are not always simple. The idea of a couple who have never been divorced with three children and six grandchildren being the standard for all cases is simply not realistic. This is the age of the blended family, and … [Read More]
Medicaid Can Fill Gap
You may feel as though you will have a safety net when you achieve senior citizen status in the form of Medicare. A lot of people are under the impression that this entitlement program will pay for just about everything when they become eligible so they don’t worry about budgeting for possible future medical expenses. … [Read More]
Make Educational Opportunities Possible With 529 Plan
The value of education cannot be overstated, and when you are contemplating your legacy you may ask yourself how you can help your younger family members with college expenses. There are various options, and the one that we would like to highlight here is the 529 plan. These plans provide you with the opportunity to … [Read More]
Long Term Planning Aided By Military Benefits
Individuals who make the sacrifices necessary to serve their country in the armed forces are entitled to certain benefits for their service. When you are creating a comprehensive long-term plan for the future these military benefits can be of great assistance, and we would like to take look at a couple of them here. There … [Read More]
Complimentary Report: Why Would I Want a Revocable Living Trust in Connecticut?
Click here to read the whole article or download the PDF. [Read More]
What is a Guardianship in Connecticut?
What is a Guardianship in Connecticut? from [Read More]
Asset Protection With A GST
Asset protection can be an important consideration when you are making preparations for the future. There are a number of different ways that you can keep assets out of harm’s way, and the best way to proceed is going to vary depending on the unique nature of your situation. To be optimally prepared you need … [Read More]
Marital Agreements Can Play Role In Legacy Planning
When you think about the prospect of two people getting married a certain mental image may coalesce in your mind’s eye. There they are, a pair of fresh-faced, childless young adults who are madly in love and looking radiant as they exit the ceremony as man and wife with moist-eyed relatives look on approvingly. Under … [Read More]
What Is Legacy Wealth Planning in Connecticut?
Your legacy is the influence that you will be leaving behind after you pass away. Clearly, you may have had an effect that is intangible, and this type of legacy is very important and meaningful. However, there is also such a thing as a financial legacy. It is important to plan ahead for the well-being … [Read More]
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