Recent Posts in Wills Category

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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 ...
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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: ...
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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: ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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. ...
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Estate Planning for Families with Special Needs Children - Part Three

“First Party” Special Needs and Pooled Interest Trusts If you are the person in Scenario 2 from Part 1 of this series (the person receiving governmental benefits) and you receive a ...
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Estate Planning for Families with Special Needs Children - Part Two

Supplemental Needs Trusts If you are the person in Scenario 1 from Part 1 of this series (the parent or grandparent of a child with special needs), and you wish to provide your loved one with ...
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Estate Planning for Families with Special Needs Children - Part One

Who Needs Special Needs Planning? Any family member or loved one with disabilities or special needs who relies (or may come to rely) on certain needs-based government benefits [e.g. Supplemental ...
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Estate Planning: Revocable Living Trusts vs. Wills - Part Four

Wait! I was told that you don’t really avoid Probate with a Living Trust This is completely false if all probate assets are transferred to the Trust, and we are defining probate as the standard ...
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Estate Planning: Revocable Living Trusts vs. Wills - Part Three

How big should my Estate be before I worry about probate? This is the trick question that plagues so many lay-people and professionals. I have seen some less experienced professionals try and create ...
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Estate Planning: Revocable Living Trusts vs. Wills - Part Two

How is a Living Trust different than a Will? A Will is a death instrument, and is practically speaking, a set of instructions that is provided to the probate court. A Living Trust on the other hand ...
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Estate Planning: Revocable Living Trusts vs. Wills - Part One

What is a Revocable Living Trust? The American Bar Association (ABA) website states… “The term ‘living trust’ is generally used to describe a trust that you create during your ...
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Does A Person Who Is Single Need a Will?

More people in today's day and age are choosing to remain single. For some this is because they have divorced and do not want to get married again. For others, they have chosen not to get married ...
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How to talk to your parents about estate planning

It is a difficult conversation to have, but you know that you need to have it....the dreaded estate planning discussion with your parents. Many of our clients have asked us how they can "get ...
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How do I name Guardian for my child?

In honor of my newborn son's first day home out of the hospital, today's post is on guardianship in Connecticut. Many parents want to make sure that the right person is taking care of their ...
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"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 ...
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Connecticut Wills - How many witnesses do I need?

A Will must be executed properly in the State of Connecticut in order to help ensure that it is valid. There are certain formalities that must be taken into account in order to properly execute a ...
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Do it Yourself Site's Most Misleading Claim: Our documents have been accepted by Courts...in all 50 States

This week I have to get something off of my chest. Lawyers who mislead people can get in trouble for doing so, because we are held to a high professional standard by our local governing organizations. ...
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Estate Planning for New Families

Did you recently have a child, or do you know someone who recently had a child? If so, then it is time for you/them to review their estate plans. One of the most common responses I get from folks when ...
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