legal guardian of a child

How to Appoint a Legal Guardian for Your Minor Child in CT

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…

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estate planning in your 30s

Why You NEED an Estate Plan In Your 20s and 30s

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…

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Screenshot 2024 03 05 160918

Is There a Transfer on Death Deed in CT?

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…

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Estate planning for women

Focusing on Estate Planning for Women: A Comprehensive Guide

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,…

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Secure Act 2.0

Secure Act 2.0 Changes for Beneficiaries and How it Will Affect Children who Inherit

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…

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capital gains tax

How To Avoid Capital Gains the RIGHT Way

Even though it’s the shortest month of the year (even during a Leap Year!), February brings forth many significant milestones. Those of us in the northeast eagerly await the Groundhog’s report hoping for warmer days ahead, many people think of February as the month of love with Valentine’s Day on the 14th, it is often…

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