Most people have a fairly good idea of what a Will can, and cannot, do for…
Category: ESTATE PLANNING
Taking Advantage Of Both Low And High Interest Rates For Wealth Transfers
The current War in Ukraine has added fuel to the fire of inflation, which started…
Another Reason to Plan–the Cost of Dying
If you have ever been in the unenviable position of being chosen to plan and organize…
What Is the 2022 Connecticut Estate Tax Exclusion?
The accumulation of wealth can give you a lot of freedom, and it is a satisfying…
Can You Include Your Dog in Your Estate Plan?
We help people address the challenges that they may face when they become senior citizens, and…
State Income Taxation of Social Security Benefits
The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously unheard-of…
New IRS Proposed RMD Rules Complicate Inheritance Distributions
The IRS has proposed regulations to clarlfy some of the vagueness surrounding SECURE Act changes…
When Is a Trust Better Than a Will?
Far too many people assume that estate planning can be reduced to the creation of a…
An Overview of 2022 Veterans Pension Rates
People that are in the United States military earn a retirement pension after 20 years of…
Planning for the Possibility of Alzheimer’s
If you have avoided thinking about the possibility of developing Alzheimer’s disease, you are hardly alone;…