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Category: ESTATE PLANNING
What Estate of Marion Levine Means for Life Insurance
All of the staff were extremely professional & attentive and helped us navigate through the estate…
What Estate of Marion Levine Means for Life Insurance
Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the…
Application of the Transfer for Value Rule to the Sale of Life Insurance
Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must understand…
Application of the Transfer for Value Rule to the Sale of Life Insurance
Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must understand…
Handling Estates Like An LLC Can Reduce Taxes
Limited liability company structures can help your clients save on their personal taxes, especially estate…
College Savings Accounts Demystified | Connecticut Estate Planning Attorneys
If you want to set aside assets for the college education of your child or grandchild,…
IRA RMDs Have Been Reduced for 2022
Your individual retirement account can be drawn upon during your retirement years, and if you do…
What Everyone Should Know about the New FDIC Regulations
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what…
Four Estate Planning Details You May Overlook
Everyone knows that estate planning involves the use of a will or a trust to state…