Latest Blog Posts

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S

Posted on: September 29th, 2015
Believe it or not, in the U.S. it isn't easy to disinherit your spouse. But the same is not true for other family members - generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren. ​...

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

Posted on: September 21st, 2015
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What’s Hot in Estate Planning Right Now May Surprise You

Posted on: September 14th, 2015
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Aging.gov: A New Resource for Older Americans and Their Families

Posted on: September 7th, 2015
More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched by the Obama administration. The goal of this website is to act as gateway for older Americans and their families, friends and caregivers to locate information about leading a healthy lifestyle, options for health care, preventing elder abuse, and retirement planning. ...

5 Reasons Why Uncle Bill May Not Make a Good Trustee

Posted on: August 23rd, 2015
If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust's longevity and ultimate success....

Skyrocketing Probate Fees – Another Reason to Avoid Probate Court

Posted on: August 16th, 2015
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 cut general fund support for the state's probate courts for the next two fiscal years, thereby creating a $32 million deficit. In order to cover the shortfall, the fees charged for settling a deceased person's estate in Connecticut were significantly increased and the $12,500 cap on probate fees was eliminated. To make matters worse, these changes apply retroactively to all deaths dating back to January 1, 2015. As a result, it is estimated that a handful of Connecticut estates will owe in excess of $1 million in probate fees and at least a dozen will owe in excess of $100,000....
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