Switch to ADA Accessible Theme
Close Menu

Recent Blog Posts

EstPlan22

Is A Connecticut Charitable Remainder Trust Right For Your Family?

By Brian S. Karpe |

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 »

Facebook Twitter LinkedIn
Will12

Two Reasons Why Connecticut Wills Are Contested

By Brian S. Karpe |

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 »

Facebook Twitter LinkedIn
TrustDocuments

Understanding The Benefits Of A Connecticut Dynasty Trust

By Brian S. Karpe |

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 »

Facebook Twitter LinkedIn
ElderLaw3

Tips For Preventing Elder Fraud And Identity Theft In Connecticut

By Brian S. Karpe |

Alison’s mom, Irene, is complaining that she constantly receives telemarketer calls all day and night. Now Irene says the Social Security Administration called telling her she had to update her bank account information with them or her social security check would not be sent for that month. Irene did as the caller said, explaining… Read More »

Facebook Twitter LinkedIn
ElderlyParent

Is A Connecticut TOD Account Right For You?

By Brian S. Karpe |

If a revocable trust seems too complicated or expensive to consider for transfer of assets, but you still want to avoid Connecticut probate administration, is there another alternative? You’ve heard about transfer on death (TOD) and payable on death (POD) accounts, but are these accounts only useful for the transfer of bank account proceeds?… Read More »

Facebook Twitter LinkedIn
Guardianship2

How To Choose An Elderly Caregiver In Central Connecticut

By Brian S. Karpe |

As our loved ones and parents advance in age, sometimes they require more care than we are able to provide. This is a difficult decision for all parties to make, but necessary. When you have decided to obtain additional care, how do you choose between in-home health nursing, a nursing home facility or assisted… Read More »

Facebook Twitter LinkedIn
Calculate

Are There Estate Planning Benefits For Opening A Connecticut 529 Savings Plan?

By Brian S. Karpe |

You were blessed with nine grandchildren, all of whom are approaching high school. You want to provide something for their college education fund, especially as costs continue to rise. Would it make sense to keep money in a growth savings account? What about creating a trust with specific terms indicating money is only withdrawn… Read More »

Facebook Twitter LinkedIn
EstPlan13

Is A Connecticut Conservatorship Right For Your Elderly Loved One?

By Brian S. Karpe |

Conservatorships have surfaced in popular media as of late, but much confusion about mechanism and differences between conservatorships and guardianships remain. Not all states recognize conservatorships and rules can vary drastically between states. In Connecticut, conservatorships serve the unique purpose of providing care for an elderly loved one when they are no longer able… Read More »

Facebook Twitter LinkedIn
Couple_Will

What Are Medicare Savings Programs?

By Brian S. Karpe |

You may be able to get help from Connecticut paying your Medicare premiums. In some cases, Medicare Savings Programs may also pay Medicare Part A (Hospital Insurance) and Medicare Part B (Medical Insurance) deductibles, coinsurance, and copayments if you meet certain conditions.  There is a federal government program that provides funding that low-income seniors… Read More »

Facebook Twitter LinkedIn
TrustD

What Is A Connecticut Special Needs Trust?

By Brian S. Karpe |

Special needs trusts have evolved a lot in the past few decades. States recognized demand from families for a trust vehicle that offers assistance to children with developmental and physical disabilities, as well as aging seniors with increased needs. However, there is concern that without proper planning, an adult child, a disable person or… Read More »

Facebook Twitter LinkedIn
+