News & Analysis as of September 24, 2024

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Wealth, Legacy and the Next Generation: Getting Started and Other Considerations

Lathrop GPM on 11/2/2023

Legacies and estate planning are often considered to be something later in life. Yet the truth is none of us have any idea when we might become incapacitated or pass away and consequently, understanding the various scenarios...more

When to Tune Up Your Estate Plan

Schwabe, Williamson & Wyatt PC on 9/23/2020

Life is not stagnant; situations change and evolve. Your estate plan should reflect your current status and expected future status and desires. There are many life changes and developments that might warrant an update, which...more

Alert: Five Things You Should Know About Connecticut’s New Uniform Power of Attorney Act

Pullman & Comley, LLC on 11/8/2016

A Power of Attorney is an important estate planning tool that allows an individual (the “Agent”) to act on behalf of another person (the “Principal”) in financial and other matters without involving the probate court. A new...more

Have you addressed elderly parents in your estate plan?

Adler Pollock & Sheehan P.C. on 4/5/2016

Typically, an estate plan includes accommodations for one’s spouse, children, grandchildren and even future generations. But some members of the family can be overlooked, such as parents or in-laws. This article offers a...more

Trust and Estate: Changes made to the Florida Uniform Transfers to Minors Act

Bond Schoeneck & King PLLC on 8/27/2015

Every spring, the Florida legislature meets in regular session, and seemingly in every session significant changes are made to Florida’s trust and estate laws. Once again in 2015 changes were made to the Florida Uniform...more

Insight on Estate Planning - August/September 2015

Adler Pollock & Sheehan P.C. on 7/31/2015

In This Issue: - Premarital planning: Protecting your assets without a prenup - The ABLE account: A good alternative to a special needs trust? - Make net gifts to reduce your gift tax rate - Estate Planning...more

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