The Social Security Fairness Act

The Social Security Fairness Act: Impact on Connecticut Residents

President Biden signed the Social Security Fairness Act into law today, repealing two controversial provisions of Social Security—the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)—which previously reduced benefits for many public sector retirees. The Act significantly affects Connecticut’s public employees, particularly teachers, police officers, firefighters, and other state and municipal workers who…

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Protecting Inherited Assets in Divorce

Protecting Inherited Assets in Divorce: What You Need to Know

Many believe that an inheritance received during a lifetime or through a will is untouchable, a financial gift that remains entirely theirs regardless of future circumstances. However, in the state of Connecticut, inherited assets can become entangled in divorce proceedings, potentially putting your family legacy at risk. Understanding how inherited assets can be at risk…

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Complete Estate Planning Checklist for Millennials

Complete Estate Planning Checklist for Millennials

Don’t Let Your Legacy Be a Hot Mess: A Complete Estate Planning Checklist for Millennials The phrase “estate planning” often conjures images of retirees, older individuals planning for the inevitable “what ifs” or the super wealthy. Most don’t immediately think of younger generations who may just be establishing themselves in their career, or experiencing some…

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estate tax laws under trump

The Future of Estate Tax Laws Under Trump

The Future of Estate Tax Laws Under the Trump Administration: Why Now Is the Time to Review Your Estate Plan With Donald Trump re-elected as President, discussions about tax policy changes are back at the forefront, particularly regarding estate taxes. The current estate tax laws, set to sunset on December 31, 2025, may undergo significant…

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estate plan checklist

Estate Planning Checklist

If you are among the 40% of Americans who believe they don’t have enough assets to have an estate plan, here’s a simple estate planning checklist for you to take to see if you’re right. ✅ If you check YES to only one item on the list below, then you’re right! ✅✅If you check YES…

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Adding a Recipient to Your Insurance Policy Documents

The Importance of Adding a Recipient to Your Insurance Policy Documents

When it comes to managing life insurance policies, communication is key. Ensuring that important notices and updates are received and acknowledged can prevent misunderstandings and missed deadlines. One effective strategy to bolster this communication is by adding an additional recipient to your insurance policy notices from your life insurance provider. This is especially important for…

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