Wills vs. Trusts: In Plain English

March 1, 2016 2:20 pm

Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality,... (more)

Steps that Businesses Must Take to Prevent Open Carry by Employees and Customers

January 13, 2016 12:38 am

Effective January 1, 2016, Concealed Handgun License (CHL) holders are now allowed to carry their guns in visible holsters on their hips or shoulders. Previously, CHL holders were... (more)

Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

November 30, 2015 2:23 pm

As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need for estate tax planning has drastically decreased.  Instead,... (more)

Don’t Miss Out on These 2015 Year-End Tax Planning Strategies

November 6, 2015 5:49 pm

Now is the ideal time to start year-end tax planning.  Below you will find a variety of tax-saving strategies you should consider using immediately so that you can... (more)

Why Everyone Needs an Estate Plan

November 4, 2015 2:59 pm

Americans face many challenges with regard to saving, investing, and planning for their financial futures. The majority of Americans over age 65 are totally dependent on their Social... (more)

Skyrocketing Probate Fees – Another Reason to Avoid Probate Court

October 15, 2015 5:16 pm

As of July 1, 2015, Connecticut probate courts earned the dubious distinction of charging the highest probate fees in the U.S.  Amazingly, the Connecticut legislature voted to completely... (more)

The Lifetime QTIP Trust – OR – How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy

September 30, 2015 11:16 pm

Estate planning for couples in a second or later marriage can be tricky, particularly when one spouse is significantly wealthier than the other. One solution for allowing the... (more)

Decanting: How to Fix a Trust That Isn’t Getting Better With Age

September 25, 2015 10:23 pm

What Does It Mean to “Decant” a Trust? Wine lovers know that the term “decant” means to pour wine from one container into another in order to open... (more)

IRS Signals Intent to Issue New Regulations That Will Limit Valuation Discounts on Family Business Entities

September 16, 2015 11:16 pm

The IRS recently signaled that it may be ready to issue new regulations that will affect valuation discounts on family business entities by early September.  In this article... (more)

What’s Hot in Estate Planning Right Now May Surprise You

September 2, 2015 1:39 pm

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex... (more)