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Estate Planning | Making a Difference One Family at a Time

An Estate Planning Law Firm
Making a Difference One Family at a Time

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Reports

Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.

FREE ACCESS TO OUR SPECIAL REPORTS

These reports are published by the American Academy of Estate Planning Attorneys and cover a wide-variety of subjects relating to estate planning. Click on a report title to read more or to order a complimentary copy.

Special Benefits for Farms

This report describes the estate tax valuation benefits available to owners of farms or other business real property..... [read more]

Set The Stage for Medicaid Eligibility

Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for.... [read more]

Protecting Your Assets with the Limited Liability Company

Are you worried about being sued? Well, you should be. There are 18 million lawsuits in the United States each year. But that isn't the.... [read more]

Protecting Your Assets with the Family Limited Partnership

Are you worried about being sued? Well, you should be. It is reported that there are 18 million lawsuits in the United States each year..... [read more]

Getting The Most Out of Your Life Insurance

If you own life insurance, congratulations. Sadly, most of us put off this critical element in our family's financial planning, which may have devastating consequences.... [read more]

Estate Planning with Individual Retirement Accounts

At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring.... [read more]

Charity Begins at Home

Americans are some of the most generous givers on the face of the planet. They reach into their pockets and take out their checkbooks on.... [read more]

Asset Protection: Reducing Risk, Promoting Peace of Mind

Every American adult shares a dubious characteristic—each is a walking litigation target. Part of your birthright is that you may be sued at any time,.... [read more]

Download our free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
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Testimonials

Process was clear and concise. An important factor was to attend the seminar. The Review was thorough with detailed information, punctuated by reassurances that the firm can always be contacted. We would recommend this firm.
MM
We are very pleased with the service we have received. The staff has been very helpful, professional & cordial. It has given us peace of mind to work on the estate planning. All of the information received has been very helpful.
ERM
Very satisfied from the day of the seminar to when the trust took effect. All our questions were answered and any further questions we might have are only a phone call away. We will recommend this to all our family and friends.
B. T.
All of the staff were extremely professional & attentive and helped us navigate through the estate planning process with ease. As a result, we have piece of mind, as well as a clear step by step process to follow in the future. The take-home binder is an added bonus, and I know we will use it as a resource.
MS
Efficient, clear and helpful communication; clearly knowledgeable and an expert in estate planning and assisting clients; hospitable office staff; easy location to access; would definitely recommend to others interested in exploring and establishing trusts.
S.J.B.
This is a very difficult problem to face.- These people were a great help to us. They explained these matters clearly, professionally and kindly- My family will have an easier time dealing with this stuff. Now I can die in peace. The less of my estate the government gets, the better.
-B.C. & M.C.

Upcoming Seminars

  • ESTATE PLANNING SEMINAR
    • Portofino's Restaurant
    • Kensington
    • Tuesday, March 5, 2019
  • ESTATE PLANNING SEMINAR
    • Four Points by Sheraton
    • MERIDEN
    • Wednesday, March 6, 2019

See all seminars

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WESTPORT OFFICE

191 Post Road West
Westport, CT 06880
Phone: (860) 548-1000
Fax: (860) 761-1070
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Somerset Square

200 Glastonbury Boulevard, Suite 202
Glastonbury, CT 06033-4418
Phone: (860) 548-1000
Fax: (860) 761-1070
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Office Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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