February 16, 2026Estate PlanningHeir vs. Beneficiary: What’s the Difference?If you have ever been involved in the probate or estate administration process, you have likely heard the terms heir and beneficiary used interchangeably. While they are related, they are not the same, and the…Continue reading
February 6, 2026Estate PlanningWhy Waiting Could Cost You: The New Rules for Inherited IRA DistributionsThe SECURE Act of 2019 created a major shift in how inherited IRAs are managed. Before the law changed, non-spouse beneficiaries were generally able to “stretch” required minimum distributions (RMDs) over…Continue reading
December 8, 2025Estate PlanningConnecticut Year-End Gifting Guide 2025: Federal and State Tax Rules ExplainedAs the year comes to a close, Connecticut residents often look for smart financial moves that align with their estate planning goals. One of the most effective strategies is year-end gifting . Gifting allows…Continue reading
November 24, 2025Estate PlanningIs Your Connecticut Estate Plan Complete? Essential Documents Beyond a WillMany Connecticut residents believe that once they have a will, their estate plan is complete. While a will is an essential foundation, it is not the full picture. A comprehensive estate plan includes…Continue reading
November 11, 2025Estate PlanningElder Financial Abuse in Connecticut: Understanding Inheritance Pressure and How to Prevent ItAs housing costs and financial pressures grow, a troubling trend has emerged: adult children asking aging parents or grandparents to “unlock” their wealth early. Some request help with housing or business…Continue reading
October 28, 2025Estate PlanningWhat Happens When a Foreign National Dies With Assets in Connecticut?Connecticut is home to many foreign-owned assets from bank accounts and securities to real estate and artwork stored in the state. When a foreign national dies holding property here, heirs or beneficiaries…Continue reading