Medicaid Planning for Seniors: Strategies to Protect Assets
What is Medicaid Planning, and Why Do I Need to Protect My Assets? Age is…
The Role of Domestic Asset Protection Trusts in Estate Planning
What are Domestic Asset Protection Trusts (DAPT)? A domestic asset protection trust (DAPT) is an…
Setting Up a Spousal Lifetime Access Trust (SLAT): Key Considerations
What Is a Spousal Lifetime Access Trust? A spousal lifetime access trust (SLAT) is a…
Understanding the Benefits of Establishing a Living Trust
What Makes Living Trusts Popular Estate Planning Instruments? Estate planning is key to securing your…
What Are the Key Benefits of Using Irrevocable Trusts for Medicaid Planning?
What Is an Irrevocable Trust? Trusts are often vital components of estate plans. Different types…
What Are the Common Challenges in Estate and Trust Administration?
Why Is Estate Administration Often a Formidable Task? Estate and trust administration in Connecticut can…
Taxes and Divorce
If you are ending a marriage, you are likely feeling a lot of sadness, confusion,…
Estate and Gift Tax Planning and the TCJA
It is somewhat unusual to highlight 2026 taxes in 2024, but we are in an…
New Marriage or Partnership? It’s Time to Update Your Estate Plan
Gerry Turner, the first “Golden Bachelor, ”a widower, and his wife, Theresa Nist, a widow,…