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When to Update Your Revocable Living Trust
November 19th, 2025
If your estate plan includes a revocable living trust, you know how important it is to manage your assets carefully and keep everything up-to-date. But how frequently should you update your revocable living trust documents? Here is a guide to many of…
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Categories: Estate Planning
When to Update Your Will
November 14th, 2025
Estate planning shouldn’t be a “one and done” process. Periodically revisiting your decisions with a knowledgeable estate planning attorney will help avoid any gaps or unintended omissions, and ensure that you update your will to account for an…
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How Divorce Affects Your Estate Plan
October 24th, 2025
Divorce and Your Estate Plan The end of a marriage affects everything from your living arrangements to who makes decisions for you in the case of emergencies. But if you are separated or considering ending your marriage, you may not have considered h…
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How to Avoid Common Pitfalls in Probate Administration
October 14th, 2025
No one wants to cause problems for their loved ones after their death. The choices you make in your estate planning today could cause loved ones to experience additional delays and costs as they try to resolve your affairs and distribute your estate.…
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Categories: Probate Administration
Power of Attorney & Estate Planning: A Conversation for Families
August 19th, 2025
If you’re caring for an aging parent, you may be concerned that their declining health could eventually lead to costly and time-consuming involvement with the Connecticut Probate Court. That’s why it’s so important to have a conversation with y…
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Categories: Estate Planning
Pooled Trusts and Special Needs Trusts - Understanding the Differences and How You Might Benefit
April 18th, 2025
When someone you love has a disability, it can make providing for their needs a top priority in your estate planning. But receiving a lump-sum inheritance can threaten a disabled person’s access to state financial support including Medicaid and Soc…
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Small Estate Affidavit: Connecticut’s Simplified Probate Court Proceedings for Small Estates
November 21st, 2024
Can you avoid formal probate by completing a Small Estate Affidavit? For some residents, Connecticut’s simplified probate court proceedings for small estates can reduce court involvement and simplify the process of transferring assets to your benef…
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Categories: Estate Planning
Estate Planning Myth: I’m Too Young for Estate Planning
July 15th, 2024
When should you start planning for your death or final illness? Do you need to have a substantial estate, or could you start sooner? Is it an estate planning myth that you can be too young for estate planning? Here is how young people, couples, and f…
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Categories: Estate Planning
Estate Planning Myth: My Spouse Will Get Everything So There’s No Need for an Estate Plan
May 28th, 2024
Many married Connecticut residents expect that their spouse will inherit most, if not all their assets after their death. They believe there is no need for an estate plan because Connecticut law will provide for the surviving spouse anyway. This comm…
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Categories: Estate Planning
Connecticut Estate Planning Checklist
May 14th, 2024
You may have a vague plan for what you want your family’s future to look like and how you would like to be treated in your final days. But if you are ready to turn those general impressions into a concrete estate plan, you may want to work through…
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Categories: Estate Planning
