Obviously, we all want to live long, healthy, and robust lives. However, passing away some day is inevitable and it is important to plan ahead intelligently so that your legacy can have a positive impact on your family members and perhaps others. Of course the financial component is key, and knowing that you are going … [Read More]
Senior Financial Abuse: Don’t Be A Victim
We are facing a big problem in the United States with senior financial abuse, and it is estimated that our elders are bilked and scammed out of billions of dollars annually. The true extent of the problem is hidden to a large extent. As shameful as it may be, a very significant percentage of cases … [Read More]
Complimentary Report: What is the Marital Estate Tax Deduction in Connecticut
Click here to read the whole article or download the PDF. [Read More]
Will My Heirs Be Forced to Pay an Inheritance Tax?
There are taxes on asset transfers in the United States. There is an estate tax, and there is a gift tax. The gift tax is in place to prevent people from giving away their assets while they are living in an effort to avoid the estate tax. These two taxes are unified under the tax … [Read More]
What is a Qualified Personal Residence Trust in Connecticut?
What is a Qualified Personal Residence Trust in Connecticut? from [Read More]
Can Probate in Connecticut Be Avoided?
Can Probate in Connecticut Be Avoided? from [Read More]
Preserving Land For Succeeding Generations
Being aware of the potential ravages of the federal estate tax is important if you are serious about preserving your wealth. People who have not looked into the subject are often surprised to hear the details. Right now the estate tax is poised to consume 35% of the taxable portion of your legacy, and this … [Read More]
Complimentary Report: Can I Give Assets to Qualify for Medicaid in Connecticut?
Click here to read the whole article or download the PDF. [Read More]
Complimentary Report: What is a Special Needs Trust in Connecticut?
Click here to read the whole article or download the PDF. [Read More]
Why Would I Want a Revocable Living Trusts in Connecticut
Barry D Horowitz The heirs won’t receive their inheritances until after the process has run its course. Learn more about revocable living trusts in Connecticut in this presentation. [Read More]
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