Planning a vacation is an exciting time, but it’s also an opportunity to ensure that your affairs are in order, particularly when it comes to estate planning documents. Taking the time to prepare these documents before you leave can provide peace of mind and protect your loved ones in case the unexpected happens. Here’s a…
Appointing a legal guardian for your minor child in Connecticut (CT) in the event of your death is a critical step to ensure their care and well-being. This process involves several legal steps and considerations to make sure your wishes are honored, and your child is placed in the care of someone you trust. Here’s…
If you think estate planning is just for the old and wealthy, you are way off. Estate Planning in your 20s and 30s will build the foundation you need. Be confident that your assets are safe, your healthcare will be managed, and that your children’s future is secure. Doing a substantial amount of research into…
I recently saw a post written by a funeral home in Massachusetts about a transfer on death deed, that seems to have gone viral. According to Facebook, the post was shared over 83,000 times. That’s how I saw it; because people who I know shared it. Unfortunately, while there are some really helpful tips in…
Estate planning is a critical aspect of financial management that often gets overlooked; however, given the unique challenges and responsibilities women face throughout their lives, effective estate planning is essential for ensuring financial security, protecting assets, and providing for loved ones. In this article, we’ll explore the importance of estate planning for women, common considerations,…
In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act marked a pivotal moment in retirement planning, introducing substantial revisions to beneficiary distribution rules. However, its impact was swiftly eclipsed by the onset of a global pandemic, diverting attention from its provisions. Now, with the nation gradually shifting focus beyond the pandemic’s…
