Latest Blog Posts By Category

Asset Protection - Click here to view all posts
The latest posts for Asset Protection are listed below.
  • The Hidden Perils of Joint Ownership - Part Three
    Problem No. 4 – Loss of Control In general, a joint owner cannot mortgage or sell property without consent from the other joint owners. While this may seem like an unlikely problem when the ...
  • The Hidden Perils of Joint Ownership - Part Two
    Problem No. 2 – Needs-Based Benefits Eligibility Putting a child on the deed to a home (as a joint tenant) may result in a non-exempt transfer of a resource. Non-exempt transfers may result in a ...
  • The Hidden Perils of Joint Ownership - Part One
    This blog series will focus on holding real estate and accounts jointly, and specifically, the hidden perils associated with using joint ownership with your adult children as an Estate Planning tool. ...
Business Planning - Click here to view all posts
The latest posts for Business Planning are listed below.
  • 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/ ...
  • 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 ...
  • Starting a Business, Part Four: Policy and Procedure
    Starting a Business, Part Four: Policy and Procedure No business operation should start without a comprehensive plan and system in place as to the creation and implementation of policies and ...
Charitable Giving - Click here to view all posts
The latest posts for Charitable Giving are listed below.
  • 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. ...
  • 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. ...
  • How Can an Irrevocable Trust Benefit You? Part 2
    Last time, we discussed asset protection and protection against estate, income, and capital gains taxes through irrevocable trusts. Here are some other benefits of irrevocable trusts: Special Needs If ...
Commercial Real Estate Transactions - Click here to view all posts
The latest posts for Commercial Real Estate Transactions are listed below.
Commercial Transactions - Click here to view all posts
The latest posts for Commercial Transactions are listed below.
  • 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/ ...
  • 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 ...
  • 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. ...
Elder Law - Click here to view all posts
The latest posts for Elder Law are listed below.
Estate Planning - Click here to view all posts
The latest posts for Estate Planning are listed below.
  • The Hidden Perils of Joint Ownership - Part Three
    Problem No. 4 – Loss of Control In general, a joint owner cannot mortgage or sell property without consent from the other joint owners. While this may seem like an unlikely problem when the ...
  • The Hidden Perils of Joint Ownership - Part Two
    Problem No. 2 – Needs-Based Benefits Eligibility Putting a child on the deed to a home (as a joint tenant) may result in a non-exempt transfer of a resource. Non-exempt transfers may result in a ...
  • The Hidden Perils of Joint Ownership - Part One
    This blog series will focus on holding real estate and accounts jointly, and specifically, the hidden perils associated with using joint ownership with your adult children as an Estate Planning tool. ...
Estate Planning for Retirement Plans - Click here to view all posts
The latest posts for Estate Planning for Retirement Plans are listed below.
Gifting - Click here to view all posts
The latest posts for Gifting are listed below.
  • 3 Common Gifting Mistakes
    Tis the season to be gifting...or so many of the headlines would suggest these days. Gifting can be a very effective estate planning tool, and for some, it accomplishes their more personal objective ...
  • Year-End Gifting in Connecticut for 2012
    Many folks have been asking me about the gifting that they can do throughout December to take advantage of the current gift tax exemption being at $5.12 million. It is important to understand that ...
  • Holiday Gift Giving...and tax benefits
    The holiday season is upon us, and many folks are trying to figure out what to get their loved ones (including me)! At the end of the day, we will figure it out and our families will benefit as a ...
Irrevocable Trusts - Click here to view all posts
The latest posts for Irrevocable Trusts are listed below.
Joint Property - Click here to view all posts
The latest posts for Joint Property are listed below.
Marital Deduction - Click here to view all posts
The latest posts for Marital Deduction are listed below.
Medicaid - Click here to view all posts
The latest posts for Medicaid are listed below.
Personal Protection - Click here to view all posts
The latest posts for Personal Protection are listed below.
  • 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 ...
  • 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. ...
  • The 7 Levels of Asset Protection for Business Owners - Part 2
    There are several levels of asset protection planning that can be implemented. Each level provides an additional layer of protection. Level One – Exemption Planning: Some assets are ...
Power of Attorney - Click here to view all posts
The latest posts for Power of Attorney are listed below.
  • 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 ...
  • 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. ...
  • 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 ...
Probate - Click here to view all posts
The latest posts for Probate are listed below.
Real Estate - Click here to view all posts
The latest posts for Real Estate are listed below.
Revocable Living Trusts - Click here to view all posts
The latest posts for Revocable Living Trusts are listed below.
Special Needs Trusts - Click here to view all posts
The latest posts for Special Needs Trusts are listed below.
Taxes - Click here to view all posts
The latest posts for Taxes are listed below.
Wills - Click here to view all posts
The latest posts for Wills are listed below.