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Monthly Archives: August 2025

Gifting

Gifting Strategies You Should Consider

By Brian S. Karpe |

You may be making plans to leave certain high-value assets to your children or grandchildren in your will, or making similar bequests to other loved ones. Yet in some cases, it might make much more sense to make some of those gifts while you are still alive — both for purposes of taxes that… Read More »

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What is a Marital Deduction Trust?

By Brian S. Karpe |

Estate planning in Connecticut usually involves various types of estate planning tools, including trusts. There are a wide range of trusts that can be created under Connecticut law, and they serve distinct purposes. A person who is making an estate plan might want to create a special needs trust to ensure that a disabled… Read More »

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