» Estate Planning

Understanding Trusts: Common Types of Trusts and How They Work

Understanding Trusts: Common Types of Trusts and How They Work Trusts are a common planning tool that can be used to allow one person to hold property for the benefit of another.  There are different types of trusts with different benefits and drawb… Read More
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Categories: Blog, Estate Planning

Long-Term Care Insurance Industry Reports Struggles

Long-Term Care Insurance Industry Reports Struggles Despite the potential benefits of long-term care insurance for many people, the long-term care insurance industry is facing significant challenges.  Insurers have had to pay out higher than expecte… Read More
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Categories: Blog, Estate Planning

Stuck in the Middle: Planning Challenges for the Sandwich Generation

Stuck in the Middle: Planning Challenges for the Sandwich Generation If you have parents and children alive at the same time, you are part of the Sandwich Generation.  This term describes the phenomenon of being “sandwiched” between elderly pare… Read More
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Categories: Blog, Estate Planning

ART and Estate Planning

In recent decades, an increasing number of people have built their families using assisted reproductive technology (ART), the best known example of which is in-vitro fertilization (IVF). With advances in technology, ART has become more and more succe… Read More
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Categories: Blog, Estate Planning

Talking to Your Parents About Their Estate Plan

It’s among the most difficult conversations parents and their adult children ever have: what plans have Mom and Dad made in the event of their death or incapacity? Yet as difficult as the conversation can be, having it can ward off a world of troub… Read More
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Categories: Blog, Estate Planning

Probate FAQ’s: Frequently Asked Questions About Probate, Estates and Wills

Most people have very little involvement with probate procedures, wills or the distribution of estate assets. Although they may have received an inheritance, few actually get involved on a detailed level. So when it comes time to consider their own e… Read More
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What Information is an Executor Required to Share with Heirs and Beneficiaries?

When a person passes away and leaves an inheritance behind for loved ones, it’s natural for the person’s heirs and beneficiaries to want to know what they have been left. It’s also natural for these individuals to want to make sure the estate i… Read More
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Should I Have More than One Executor for My Estate in Connecticut?

One of the questions I commonly get when helping a client with their will is whether they can or should name more than one executor to their estate in Connecticut. There are many reasons a person may consider naming more than one executor and the a… Read More
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Is My Will Valid in Connecticut? What Requirements Must it Meet?

Wills are made to ensure that the property and money you’ve accumulated over the years goes to the people you want to receive it and not to anyone you don’t want to receive it. But if your will is not valid when it is entered into probate, ther… Read More
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Categories: Blog, Estate Planning

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