Blog Posts in May, 2011

Why an "I Love You Will" Might Not Be the Best Estate Plan For You

Happy Memorial Day Everyone! Today's topic is on the issues I often discuss with financial advisors and clients regarding "I Love You" wills (i.e. "simple" wills). Many people ...
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Do the new Estate Tax Laws help create more options to protect our loved ones...or were the options already there?

Another great article from the NY Times here. I think that the most important factor to remember when doing estate planning regardless of how much money or property you have is that proper estate ...
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BREAKING NEWS: If you don't want to be stuck with Connecticut Estate Taxes read this now!

On May 4, 2011 Governor Malloy signed the budget bill that reduced the Connecticut estate tax exemption from $3.5 Million down to $2 Million. This change goes into effect on July 1, 2011, and will ...
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Do not put off protecting yourself and your family regardless of how old you are!

Good day everyone! A friend forwarded this article to me (see below for the link), and while I don't agree with all the tips in the article it is a good reminder that waiting until "the time ...
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How do I make sure my parents are cared for when they need it most?

Are you concerned that your parents may not have long-term care when they need it? Regardless of whether or not they have a long-term care policy, would you like to ensure that they get the best ...
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What do people really do with money they get from someone else? Reason 1002 to protect your family:

I came across this article about a couple of lucky lottery winners. I wanted to share it with you, because I thought we could play a little game. Try to guess how the money was spent by at least one ...
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