Author Archives: Brian Karpe
Closing The Insolvent Estate In Connecticut
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 »
Preparing Connecticut Life’s Event Documents: Living Will, Healthcare Proxy And Advanced Directive
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 »
Understanding The Benefits Of A Special Needs Trust
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 »
3 Reasons Why Long-Term Planning Is Crucial
You have a nest egg saved for retirement, a ROTH IRA, a 401K, a pension, and a will. So you are done planning for your long-term health and financial future, right? Wrong. While saving for retirement starting in your twenties and thirties is critical, and drawing social security can help, long term planning is… Read More »
Understanding The Difference Between Irrevocable And Revocable Trusts In Connecticut
Estate planning is not just for the elderly. While it is crucial to give thought to your long-term planning needs, it is also important to think about your financial needs and your family’s needs as well. Do you have young children for whom you need to provide after you pass on? Do you have… Read More »