Category: Estate Planning

Connecticut is home to many foreign-owned assets from bank accounts and securities to real estate and artwork stored in the state. When a foreign national dies holding property here, heirs or beneficiaries cannot always access those assets without going through…

Estate planning isn’t just about passing on wealth—it’s about leaving a legacy. For many families, that means supporting the causes they care about, whether it’s their church, a local nonprofit, or a national charity. Strategic charitable giving can reduce your…

Establishing a revocable living trust is a smart way to avoid probate and streamline estate administration. But once your trust is in place, an important question follows: How should your assets be connected to it? Generally, you have two options:…

If you’re settling a loved one’s estate, one of your first questions is likely: How long is this going to take? In Connecticut, the answer depends on the type of estate, how the assets are held, and how quickly filings…

Divorce Changes Everything—Including Your Estate Plan In the middle of a divorce, updating your estate plan may not feel urgent—but waiting can create serious problems. Even if you’re no longer married, your estate documents may still name your ex-spouse in…