Category Archives: Estate Planning
Life’s Events Documents and Estate Planning: What Do I Need?
While none of us can fully plan for unexpected life events, it is possible to make plans so that you maintain your ability to make decisions in certain circumstances as best as possible, and that you identify other people you trust to make decisions for you if you become unable to do so for… Read More »
How A Trust Can Safeguard Your Minor Child’s Inheritance
There is nothing that you would not do for your child and to ensure their safety and security. This includes proactively developing an estate plan or updating an existing one when you become a parent. But when you write your estate plan, what you include in it makes a big difference. Putting together an… Read More »
Top Financial Tips for New Parents
When a child is on the way, the number of things to prepare for can seem impossible. From picking a name to stocking a nursery full of all the blankets and diapers a baby will use, it is a lot for a couple to handle. Children are life-changing, and when bringing one into the… Read More »
What Estate Planning Documents Do I Need?
While there is a common misconception that estate planning is a process that is only important for older adults, it is essential for Connecticut residents to know that estate planning is critical for adults of all ages. In particular, once you are in your late 30s and into your 40s with minor children and… Read More »
A New Year Is a Good Time to Check Your Estate Plan
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 »
What Happens if You Are Incapacitated and You Do Not Have An Advanced Directive in Connecticut?
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 »
9 Factors to Consider When Determining Where to Retire
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 »
Explaining Beneficiary Designation in Estate Planning
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 »
Estate Planning For Minor Heirs
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 »
How To Plan for The Future of a Child with Brain Injury
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 »