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Monthly Archives: August 2021

EstatePlanning2

Closing The Insolvent Estate In Connecticut

By Brian S. Karpe |

Angela’s father passed away last month. He did not leave a will or clear instructions about his finances, bills, or how he wanted his property divided. Now Angela has started to get past due bills for utilities, credit card bills, a payday loan and the mortgage on her late father’s home. She also visited… Read More »

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ElderCPlan

Preparing Connecticut Life’s Event Documents: Living Will, Healthcare Proxy And Advanced Directive

By Brian S. Karpe |

Darren and Marla are newlyweds planning to start a family. Darren has a rare respiratory disorder for which he requires frequent medical care. The couple is concerned about his health needs and what would happen if his health began to deteriorate. They drafted a will but friends keep bringing up legal terms and papers… Read More »

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Planning4

Understanding The Benefits Of A Special Needs Trust

By Brian S. Karpe |

Are you the parent of a minor or adult child with special needs? Are you concerned about their medical and emotional needs as you age? Will they continue to need specialized care after your passing?  Are you concerned that your spouse, or even you, may need care and want to protect your savings and… Read More »

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