Monthly Archives: August 2026
Why a Large Injury Settlement May Require a Special Needs Trust
If you or a loved one has suffered a serious injury due to another person’s negligence, a personal injury settlement can provide critical resources for medical care, therapy, and daily living expenses. However, for individuals who will require government assistance programs such as Medicaid or Supplemental Security Income (SSI) because of long-term or permanent… Read More »
Federal Estate Tax Exemption Reaches a New Permanent High: What It Means for Your Connecticut Estate Plan
For years, Connecticut families with substantial assets planned around a looming deadline. The federal estate tax exemption, doubled by the 2017 Tax Cuts and Jobs Act, was scheduled to fall back to roughly half its size at the end of 2025. Many estate plans were drafted specifically with that shrinking exemption in mind. That… Read More »
Using a Revocable Living Trust as an Estate Planning Tool for Elderly Adults
Are you currently thinking about your own needs after retirement, as someone in your 40s or 50s? Planning ahead is always beneficial. At the same time, you might be thinking about estate planning needs for an elderly parent who has not yet considered what they should do now in the event of needs that… Read More »