» Estate Planning

A mature man and woman going through paperwork and working online with a computer Visual concept for blog on Estate Planning Myths.

10 Estate Planning Myths

There are many estate planning myths that can keep you from going through with creating, executing, and funding your estate plan. You need to know the truth about these estate planning tips to keep from getting caught up in the untruths and misconcep… Read More
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Categories: Estate Planning
Elderly couple spending time on the beach, gently hugging each other, looking at the sunset,visual concept for transfer on death and estate planning.

Do Transfer on Death Accounts Mean I Don’t Need an Estate Plan?

Transfer on death accounts (TODs) or Payable on Death Designations (PODs) can help transfer property to your loved ones without involving the Connecticut probate court. This makes them a useful tool in your estate planning tool belt, but using transf… Read More
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Categories: Estate Planning, Wills
Information about Estate planning and old glasses. Concept for Minimize Probate Court Involvement with Estate Planning

How to Minimize Probate Court Involvement with Estate Planning

When you pass away, you don’t want the Connecticut probate court standing between your family and your assets. Using thoughtful financial strategies while you are alive can help to minimize probate court involvement with estate planning. This will… Read More
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Categories: Estate Planning
Power of Attorney legal document with a judges gavel, red ribbon and fountain pen.

Do You Need Power of Attorney If You Have a Joint Account?

When many Connecticut residents get older, they start to consider ways to allow their children or loved ones to assist them with everyday tasks, like paying bills and banking. Two of those ways are powers of attorney and joint accounts. Whether one o… Read More
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Categories: Estate Planning
Closeup of two people clasping hands concept for: Should You Get a Revocable Living Trust?

Should You Get a Revocable Living Trust?

For many Connecticut residents, the idea of creating a trust for their families’ benefit can seem out of reach, or unnecessarily complicated. Knowing how these estate planning tools operate and when you should get a revocable living trust can help… Read More
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Categories: Estate Planning
Up close image of a woman going over small estate paperwork with her elderly mother at home.

How to Settle a Connecticut Decedent's Small Estate

Not every person’s estate needs an extensive probate process. Small estates can often be settled through an expedited process that helps families access their loved one’s assets sooner. Understanding when and how to settle a Connecticut decedent… Read More
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Categories: Estate Planning
Law book about wills and trusts on the desk. Concept for Estate Planning.

Frequently Asked Questions and Answers About Connecticut Wills, “Will Packages”, Revocable Living Trusts, and Probate

If you are just starting to plan for your family’s future, you may have questions about how estate planning works, and what documents you need to protect yourself and your family. Here are some of the most frequently asked questions and answers abo… Read More
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Categories: Estate Planning, Wills