In order to prepare your estate plan, you need to know that your assets can be put into two categories: probate and non-probate assets. Once you understand the difference between […]
When an individual dies in Connecticut, that person’s estate must go through probate if he or she has a will or through estate administration if there is no will or […]
In this issue of the Connecticut Care Planning Council newsletter: Know Your Dementias – A Dementia Primer by Denise F. Talbot, MA Dementia is a general term used to describe the symptoms of […]
In this issue of the Connecticut Care Planning Council newsletter: Reverse Mortgages: A Quick Overview by Michael Savenelli, Sr. and Henry C. Weatherby Reverse mortgages represent an attractive financing option for a growing […]
In this issue of the Connecticut Care Planning Council newsletter: Insurance the Answer to Long Term Care Planning? Long Term Care Insurance policies today are greatly diversified in their coverage. Home care, […]
One of the benefits of a Revocable Living Trust is that it can be updated when necessary. You may want to update your trust to comply with new laws or to […]
Post-DOMA Planning: Exploring Some of the Most Significant Federal Benefits Now Available to Married Same-Sex Couples Once the Supreme Court’s decisions regarding the Defense of Marriage Act have had some […]
Post-DOMA Planning: How the Supreme Court’s DOMA Decision Will Affect Estate and Income Tax Planning for Same-Sex Couples In a landmark decision yesterday in the case of United States v. Windsor (http://www.supremecourt.gov/opinions/12pdf/12-307_g2bh.pdf), […]
Most people have very little involvement with probate procedures, wills or the distribution of estate assets. Although they may have received an inheritance, few actually get involved on a detailed […]
In probate proceedings, the Final Account, which is also called the Administration Account in Connecticut, is the statement filed with probate court that shows the final disposition of an estate’s assets […]