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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
10 Estate Planning Myths
November 29th, 2023
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…
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Categories: Estate Planning
Do Transfer on Death Accounts Mean I Don’t Need an Estate Plan?
August 22nd, 2023
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…
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How to Minimize Probate Court Involvement with Estate Planning
March 15th, 2023
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…
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Categories: Estate Planning
Do You Need Power of Attorney If You Have a Joint Account?
January 23rd, 2023
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…
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Categories: Estate Planning
Should You Get a Revocable Living Trust?
December 21st, 2022
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…
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Categories: Estate Planning
