It is really surprising when you see the statistics regarding how prepared people are for the future. There was a Harris interactive survey conducted back in 2009 that shed some light on the subject. Only 35% of the people that they communicated with had executed a last will, and a paltry 29% had signed a … [Read More]
Public Doesn’t Want To See Social Security Cuts
People who are planning for retirement have to have an understanding of their projected income and expenses, so the future of programs for seniors like Social Security, Medicare, and Medicaid are very relevant. Unless you’ve been incommunicado for the last several months you are aware of the fact that the federal budget is a matter … [Read More]
Who Is Exposed To Estate Tax?
The debate surrounding the legitimacy of the estate tax is rather one sided from a logical perspective. Those who are against it correctly assert that it is an exercise in double taxation. They also suggest that the rate, which has variably come in at between 35% and 55% during recent years, is extreme. The argument … [Read More]
Why Do You Need An Estate Planning Attorney?
There are those who question why they need the services of an estate planning attorney. The reality is that there are many different reasons why, and they extend beyond the transfer of assets to your loved ones after you pass away. There are other components to the modern estate plan to consider that comprehensively prepare … [Read More]
Charitable Giving, Taxes, & CRUTs
One of the primary objectives of estate planning for many individuals is to gain estate tax efficiency, and there are a number of legal instruments that can be utilized to provide this. The best way to proceed depends on the exact nature of your assets and what your overall intentions may be. Many people who … [Read More]
Estate Planning 101
When you decide that the time has come to start planning your estate you will have to do some research to get a feel for what the process entails. The reality is that there are some rather complex strategies that can be implemented when necessary, and these are often times needed as way to reduce … [Read More]
The Plan That Is Right For You
A lot of individuals think of a last Will when they hear the subject of estate planning mentioned. However, utilizing a last Will as your sole vehicle of asset transfer may not be the best choice and when you are making preparations for the future there are other things to consider beyond the transfer of … [Read More]
Estate Planning & Educational Gifts
We have all heard it said that “giving is better than receiving,” and this is just a quaint truism when you hear the words spoken or read them in print. However, no matter how many times you’ve given a gift, when you actually have the experience of seeing the joy that the right gift brings … [Read More]
Pour-Over Will Should Accompany RLT
As you are engaged in your inheritance planning efforts, you’re going to have to consider the different choices that you have. One of the primary decisions that you are going to have to make will involve the vehicle or vehicles of asset transfer that you utilize. Everyone has heard of a last Will and a … [Read More]
Remember Your Pets When Planning For The Future
Hartford estate planning attorney to arrange for an informative meeting. [Read More]
( By appointment only )