What Happens When an Unmarried Partner Dies?
After Kevin’s dad died unexpectedly without a will, he’s left wondering if he’s obligated to give a share of the estate to dad’s long-time girlfriend.
Moving to Connecticut? Update your Estate Plan.
When you cross state lines, your estate plan may no longer work the way you intended, even if nothing in your personal life has changed.
Why a Will Does Not Avoid Probate
Many people believe that writing a will is enough to keep their estate out of probate. However, in reality, a will often guarantees that your estate must go through the court process.
Does My Estate Plan Need a Revocable Trust?
Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone.
Five Steps to Build a Comprehensive Estate Plan
A strong estate plan isn’t just about passing down assets — it’s about ensuring stability, protection and clarity for those you love most.
Avoiding Connecticut Probate Through Thoughtful Estate Planning
Smart estate planning can spare your family the delays, costs and public exposure that come with probate.
Estate Planning for Baby Boomer Business Owners
Legal, tax and financial advisors for these Baby Boomer Business Owners (BBBOs) face a unique set of estate planning challenges that require specialized strategies to protect their clients’ accumulated wealth, minimize tax exposure and ensure successful transition of the business to future generations.
Tax Change for Inherited IRAs in 2025
There is an inherited IRA change for 2025 that could trigger an IRS penalty of up to 25% before year-end.
Avoiding Probate Is Key to Protecting Your Legacy
A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.
Estate Planning Mistakes to Avoid
Beyond not making a will at all, here are the biggest mistakes estate planning attorneys see clients make.