Monthly Archives: January 2022
Is A Connecticut Charitable Remainder Trust Right For Your Family?
Anita and Matthew are discussing the possibility of forming a revocable trust due to its tax shelter benefits. They know that an irrevocable trust is not the best option because they are still working and need access to funds once they reach retirement. However, a family friend has also mentioned the possibility of a… Read More »
Two Reasons Why Connecticut Wills Are Contested
Nick, Maria and Angelo are the three adult children of Gustavo, who recently passed away. Maria accompanied Gustavo to an estate attorney’s office three months prior to his death to revise his last will and testament. Gustavo intended to leave the proceeds of his estate in equal shares to all of his children and… Read More »
Understanding The Benefits Of A Connecticut Dynasty Trust
Recent changes to Connecticut Estate Laws now make it easier to plan for your future legacy and generations of wealth down the line. A dynasty trust no longer has to close after ninety years. When properly administered, a Dynasty Trust can benefit several generations and continue to shield the trust assets and their growth… Read More »