Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must understand…
Category: ESTATE PLANNING
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…
These Trusts Can Provide Estate Tax Efficiency
The estates of high-net-worth individuals can be heavily impacted by estate taxes. We are using the…
Mistakes to Avoid in Your Estate Plan
Creating a well-thought-out estate plan is one of the best gifts you can give to yourself…
Curating Family Photos with Martie McNabb
Have you inherited your family’s photo collection? Is it overwhelming your life? What can you do…