October is recognized as Estate Planning Awareness Month. It serves as a reminder that it’s time…
Category: ESTATE PLANNING
The Importance of Digital Estate Planning in the AI Age
As technology continues to evolve, the way we manage our personal and financial information has changed…
Estate Planning Case Management Software
The right estate planning case management software can revolutionize your practice on multiple levels. When you…
Will the Connecticut Estate Tax Impact Your Estate?
Taxation is an important consideration when you are planning your estate, and the Connecticut estate tax…
The Importance of a Solid Business Plan for Solo Attorneys: Setting the Foundation For Success
Here you are. You’re actually doing it. You’re going to start your own firm. You’re a…
A Conversation About Small Business Asset Protection
We answer many of the same questions when we speak with clients, so we know what…
Understanding Fiduciary Relationships in Estate Planning
Estate planning involves more than just deciding how your assets will be distributed after you pass…
Professional Estate Planning: A Wise Investment
Estate planning may seem like something only wealthy individuals need to consider, but it benefits everyone,…
Effective Estate Planning Is Easier Than You Think
The clock is ticking, and there’s no better time to protect your wealth and secure your…
When Is a Trust Necessary (Part 1)?
Let’s dive deep into a critical decision when it comes to securing your legacy: the choice…