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Category Archives: Estate Planning

EstatePlanning6

A New Year Is a Good Time to Check Your Estate Plan

By Brian S. Karpe |

Once the work and time is put into developing a comprehensive estate plan, one may feel confident in the final outcome and the estate planning tools that were used to protect their wealth. It is often recommended to regularly check one’s estate plan or review it when certain life events happen to make sure… Read More »

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ElderLaw5

What Happens if You Are Incapacitated and You Do Not Have An Advanced Directive in Connecticut?

By Brian S. Karpe |

Determining what advanced care planning documents will benefit you the most as you put together your estate plan will come in handy if, in the future, you become incapacitated and are unable to communicate your healthcare decisions. There may be certain situations where you would want a particular medical treatment and others where you… Read More »

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Retire

9 Factors to Consider When Determining Where to Retire

By Brian S. Karpe |

After a long life of hopefully fulfilling work, it is time to retire and live the rest of your days enjoying time off with the ones you love doing the things you enjoy the most. Many times, we are anchored to a specific location, usually because of work or family. In retirement, though, there… Read More »

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EstPlan16

Explaining Beneficiary Designation in Estate Planning

By Brian S. Karpe |

There are several decisions to make when putting together an estate plan. Beneficiary designation is one of them. Essentially, when you are engaged in the estate planning process, you get to make decisions on how you want your assets and wealth to be distributed and used after you pass on. You also determine who… Read More »

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Inherit

Estate Planning For Minor Heirs

By Brian S. Karpe |

When young children become part of a family, this is a life event that requires revisiting one’s estate plan. It is imperative that young children are considered in an estate plan should the unthinkable happen. Because minors cannot manage money and assets by themselves, there are methods and estate planning tools that can be… Read More »

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How To Plan for The Future of a Child with Brain Injury

By Brian S. Karpe |

Brain injuries can be genetic, a result from trauma during labor and delivery, or occur traumatically later in life. Each day in the United States, there are approximately 5,000 individuals who will be diagnosed with a brain injury. Currently, across the country, the Brain Injury Alliance indicates that there are 5,300,000 Americans living with… Read More »

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Wills2

Are Special Needs Trusts and Supplemental Trusts the Same?

By Brian S. Karpe |

When considering special needs planning, two terms are usually used, which are special needs trusts and supplemental needs trusts. As a result, there can be some confusion as to what they both mean and if they are different or the same. Both of these terms essentially mean the same thing and are intended to… Read More »

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Trust

Third-Party Vs. First-Party Special Needs Trusts Explained

By Brian S. Karpe |

Special needs trusts serve an important role as an extra means of financial support for a loved one you have in your life that has special needs. Special needs trusts can be set up in a way that will not jeopardize your loved one’s ability to obtain the government benefits they need and are… Read More »

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Understanding The Role Of Healthcare Representatives And Living Wills

By Brian S. Karpe |

You are not mandated by any laws to put an estate plan together. But, if you care about your wealth, your health, and the welfare of your loved ones, should something happen to you, it is a good idea to put a plan in place. Estate planning can be customized to your wants and… Read More »

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LivingWill

How Is A Living Will Different From A Last Will?

By Brian S. Karpe |

Many think establishing a will is an effective means to manage one’s estate after death. A will, though, can mean either a last will or a living will. These terms may seem like they are similar and accomplish the same goals. However, they actually function quite differently and are used for different purposes. Though,… Read More »

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