» Estate Planning

Church Affiliated Retirement Plans

Supreme Court Says Retirement Plans From Church Affiliated Organizations Not Covered by Employee Retirement Security Act The United States Supreme Court recently considered the issue of whether or not federal ERISA law applies to retirement plans spo… Read More
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Do-It Yourself Will Backfires

There are a number of reasons why people avoid hiring a lawyer to assist them in their estate planning.  Lawyers can be perceived as expensive and a hassle to deal with.  Frankly, some people simply find dealing with an attorney stressful.  And t… Read More
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A Court Appointed Guardian Took Everything Away From Her

A Court Appointed Guardian Took Everything Away From Her – Elder Law Preparation in CT In the planning work we do for our clients we always address the issue of conservatorships.  A conservator, also termed a guardian in many states, is an i… Read More
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The Inheritance of Lisa Marie Presley

Most people love their children and would like to provide well for them.  And how better to provide well for your children than to give them abundant wealth?  Well, estate planners appreciate how wealth can be both a blessing and a curse.  In part… Read More
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Categories: Estate Planning

The Estate of Prince – Valuation is Tricky - (Part 2)

    The Estate of Prince – Valuation is Tricky (Part 2) Last week we discussed how Prince died without a Will and several problems that that is causing in the process of estate settlement.  This week we consider another aspect of Prince… Read More
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The Estate of Prince - a Royal Mess - (Part 1)

  The Estate of Prince – a Royal Mess (Part 1) Everybody knows you should have a Will.  Although we caution our clients that having a Will alone will leave many important planning issues unaddressed, not having a Will creates a number of prob… Read More
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Power of Attorney for Estate Planning

  Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem A Durable Power of Attorney (“POA”) can be a useful tool in estate planning.  In a POA, a person termed the “principal” gives legal authority to a diff… Read More
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Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem.

Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem. A Durable Power of Attorney (“POA”) can be a useful tool in estate planning.  In a POA, a person termed the “principal” gives legal authority to a different… Read More
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Time for a Change

We often say here at the firm that change is one of the few certainties in life. Depending on our stage of life, change can be exciting, fun, relieving, and anxiety-provoking. It is safe to say that change can be hard to endure. Older adults who have… Read More
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Dispelling a Malicious Myth: Irrevocable Trusts Aren’t Irrevocable

It’s counterintuitive, we know: irrevocable trusts are revocable (and amendable). Unfortunately, irrevocability is a malicious myth. The uninformed could spend years relying on an old, out-of-date trust that could be updated and improved without to… Read More
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