Blog Posts in 2016

52 results found. Viewing page 1 of 3. Go to page 1 2 3   Next

What Events Trigger Changes to the Estate Plan? Part Three

Most events can be broken down into three categories Personal, Financial and Legal. A note on “Legal” changes Legal changes that can affect a plan include changes in the tax law, asset ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part Three" »

What Events Trigger Changes to the Estate Plan? Part Two

Most events can be broken down into three categories Personal, Financial and Legal. The following is a review of several common events in the Financial category, but it is by no means exhaustive: ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part Two" »

What Events Trigger Changes to the Estate Plan? Part One

Most events can be broken down into three categories Personal, Financial and Legal. The following is a review of several common events in the Personal category, but it is by no means exhaustive: ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part One" »

Simple Charitable Planning Tips - Part Two

1) Make a list of organizations, and do your due diligence – it is important to be sure that the charitable institutions you plan to assist are actually furthering your objectives. ...
Continue reading "Simple Charitable Planning Tips - Part Two" »

Simple Charitable Planning Tips - Part One

Since we are in the midst of the season of giving, we thought this next blog series apropos. It is estimated that approximately 30% of a charity’s yearly donations are given to them in December. ...
Continue reading "Simple Charitable Planning Tips - Part One" »

How Do I Get My Kids Started on Their Estate Plan? Part Four

Bottom line, very few people wish to cut their spouse out of a portion of their inheritance even if the money is being shared with their children. Often times with young families there are long-term ...
Continue reading "How Do I Get My Kids Started on Their Estate Plan? Part Four" »

How Do I Get My Kids Started on Their Estate Plan? Part Three

Explain what happens if they don’t do the planning: It’s real simple. If your adult children don’t prepare an estate plan, Connecticut has one for them. They may not like it! Here is ...
Continue reading "How Do I Get My Kids Started on Their Estate Plan? Part Three" »

How Do I Get My Kids Started on Their Estate Plan? Part Two

Explain how simple and efficient the planning process can be for them: Many of us lead busy lives, and it is difficult to make time for everything. Yet we manage to make time for the things that ...
Continue reading "How Do I Get My Kids Started on Their Estate Plan? Part Two" »

How Do I Get My Kids Started on Their Estate Plan? Part One

How do you get your adult children to take estate planning seriously? This is a common concern that plagues many parents. Some adult children don’t understand the importance. Others understand ...
Continue reading "How Do I Get My Kids Started on Their Estate Plan? Part One" »

Am I Too Old to Redo My Will? Part Two

Am I Too Old to Redo My Will? Part Two There are also many events that may have occurred in your life that may alter your Estate Plan, even if you didn’t realize it. The following events are ...
Continue reading "Am I Too Old to Redo My Will? Part Two" »

Am I Too Old to Redo My Will? Part One

Am I Too Old to Redo My Will? Part One I’ve mentioned before that many people question whether they are too young to consider drafting a Will or an Estate Plan, but on the other end of the ...
Continue reading "Am I Too Old to Redo My Will? Part One" »

Am I Too Young to Have a Will? Part Two

Am I Too Young To Have A Will? Part Two This isn’t supposed to be a scary blog entry, instead it should be seen as more of an eye-opener as to how simple it can be to protect your loved ones ...
Continue reading "Am I Too Young to Have a Will? Part Two" »

Am I Too Young to Have a Will? Part One

Am I Too Young To Have A Will? Part One I can’t explain how many times I’ve been asked this question. It’s actually a really good question, and the answer is not a simple Yes or No. ...
Continue reading "Am I Too Young to Have a Will? Part One" »

Comprehensive Powers of Attorney - Part Three

Comprehensive Powers of Attorney – Part Three On October 1, 2016, the Connecticut Uniform Power of Attorney Act will take effect. The following is a general overview of the use and benefit of ...
Continue reading "Comprehensive Powers of Attorney - Part Three" »

Comprehensive Powers of Attorney - Part Two

On October 1, 2016, the Connecticut Uniform Power of Attorney Act will take effect. The following is a general overview of the use and benefit of powers of attorney, and in particular, the use and ...
Continue reading "Comprehensive Powers of Attorney - Part Two" »

Comprehensive Powers of Attorney - Part One

On October 1, 2016, the Connecticut Uniform Power of Attorney Act will take effect. The following is a general overview of the use and benefit of powers of attorney, and in particular, the use and ...
Continue reading "Comprehensive Powers of Attorney - Part One" »

THE LLC OPERATING AGREEMENT - Part Two

In the last post, we discussed Management and Voting, and Initial Capitalization as two very important aspects of a basic LLC Operating Agreement. Here are the other three most important provisions/ ...
Continue reading "THE LLC OPERATING AGREEMENT - Part Two" »

THE LLC OPERATING AGREEMENT - Part One

What are the key provisions and necessary clauses of a solid LLC Operating Agreement? The rights of business partners or “members” as they are called in a limited liability company are not ...
Continue reading "THE LLC OPERATING AGREEMENT - Part One" »

ABLE ACCOUNT: Is it the right tool for me? - Part Four

Uses of the ABLE Account A person receiving needs-based government benefits often has a dilemma when it comes to saving, whether for education or for unexpected events, all while maintaining public ...
Continue reading "ABLE ACCOUNT: Is it the right tool for me? - Part Four" »

ABLE ACCOUNT: Is it the right tool for me? - Part Three

Tax Benefits ABLE accounts have tax benefits similar to 529 accounts. Qualified distributions from the account are not counted as taxable to either the contributor or the beneficiary. Qualified ...
Continue reading "ABLE ACCOUNT: Is it the right tool for me? - Part Three" »

ABLE ACCOUNT: Is it the right tool for me? - Part Two

Financial Limitations on ABLE Accounts There are currently limitations as to the amount of savings that can be held in an ABLE account. The first such limitation deals with the annual contribution ...
Continue reading "ABLE ACCOUNT: Is it the right tool for me? - Part Two" »

ABLE ACCOUNT: Is it the right tool for me? - Part One

There are many unique components of special needs planning, one of which is to ensure that individuals with special needs remain eligible for important needs-based government benefits such as ...
Continue reading "ABLE ACCOUNT: Is it the right tool for me? - Part One" »

The Client, Realtor, and Attorney Relationship - Part Two

What is the role of the real estate attorney in a residential transaction? The attorney in a residential real estate transaction must work closely with the realtor in order to best serve the client. ...
Continue reading "The Client, Realtor, and Attorney Relationship - Part Two" »

The Client, Realtor, and Attorney Relationship - Part One

What is the role of the realtor in a residential transaction? The dynamic between client, realtor and real estate attorney can be one which creates confusion as to exactly who is responsible for what. ...
Continue reading "The Client, Realtor, and Attorney Relationship - Part One" »

Disability Planning: The Importance of Being Prepared - Part Five

Planning in the Event Disability or Long Term Care Insurance is Unavailable or Insufficient Unfortunately, many Americans will either be medically ineligible for disability and/or long term care ...
Continue reading "Disability Planning: The Importance of Being Prepared - Part Five" »
52 results found. Viewing page 1 of 3. Go to page 1 2 3   Next