by Allison DePaola | Aug 9, 2018 | Connecticut Estate Planning Attorney Blog, Estate Planning
Planning for adult children. Your children are now 18 and going off to college. It is an exciting time where they will have their first experience with independence. As you plan for your children to start school, move away, and begin this new chapter, have you even...
by Allison DePaola | Jun 5, 2018 | Estate Planning
You may be surprised to learn that your family will need to initiate a conservatorship proceeding through the Probate Court. Conservatorship, in general. If there comes a time that you need help making financial or health care decisions, and you have not previously...
by Allison DePaola | May 5, 2018 | Estate Planning
More than you may think! Do you remember the Dr. Seuss book “Horton Hatches the Egg”? Horton, an elephant, is asked by Mayzie, a bird, to sit on Mayzie’s egg while Mayzie does a few errands. Well, Mayzie ends up taking off on a permanent vacation to Florida, leaving...
by Allison DePaola | Feb 7, 2018 | Connecticut Estate Planning Attorney Blog, Estate Administration, Estate Planning
More than you may think! Solely owned assets that don’t have designated beneficiaries. Examples are solely owned real property, solely owned financial institution accounts, solely owned United States Savings Bonds, and solely owned shares of stock. Jointly owned...
by Allison DePaola | Jan 23, 2018 | Connecticut Estate Planning Attorney Blog, Estate Administration, Estate Planning, Long Term Care Issues, Medicaid and Long Term Care
Estate and Gift Tax: The federal lifetime exemption for property passing to non-spouse beneficiaries has been increased to $11,200,000.00. The Connecticut lifetime exemption for property passing to non-spouse beneficiaries has been increased to $2,600,000.00. There is...
by Allison DePaola | Oct 27, 2017 | Estate Planning, Taxes
There have been some updates to Connecticut law that impact Connecticut estate planning and Connecticut advance directives. Additionally, there are recent developments in the discussion regarding Connecticut Estate Tax changes scheduled for 2018. The MOLST Pilot...
