Blog Posts in November, 2012

Do I need a Trust?

One of the most common questions I get from people regarding estate planning in Connecticut is whether or not they should have a Trust. Most of the time they are referring to a Revocable Living Trust ...
Continue reading "Do I need a Trust?" »

"I just had a Baby. Do I need a Will?"

Recently, I came across an FAQ for young parents and this question came up. The answer is a resounding yes, because if you don't have a Will and something happens to you, you have no say in who ...
Continue reading ""I just had a Baby. Do I need a Will?"" »

Estate Planning For Married Couples in an Uncertain Tax Environment

The "Fiscal Cliff" refers in part to the huge tax increases that are set to occur on January 1, 2013 if Congress does not take action to avoid this by then end of the year. This article in ...
Continue reading "Estate Planning For Married Couples in an Uncertain Tax Environment" »

Tax Planning Opportunities to Review Before 2013

The current $5,120,000 Federal estate tax exemption goes back to $1,000,000 with a top marginal estate tax rate of 55% on January 1, 2013 if lawmakers don't take action. This is big news because ...
Continue reading "Tax Planning Opportunities to Review Before 2013" »

IRA Trust - protect your retirement plan benefits for your children

Many of you already have a Living Trust. Some of you may not because you were told that you didn't need one because the bulk of your assets were in an IRA or 401(k), or some other qualified plan. ...
Continue reading "IRA Trust - protect your retirement plan benefits for your children" »