Custom Estate Planning

CT Wills & Trusts Lawyer

Your Estate Plan is a very personal matter. It is an opportunity to plan your legacy: to speak for yourself, one last time, after your death. Who will handle the financial affairs when you pass away? Who will make sure your family and close friends are provided for? Who will take care of your children? What will happen to your remains? Who will get your pets? Or perhaps your firearms? These are all of the questions that you can answer in your estate documents and Last Will and Testament, or provide for in your Trust Document.

Estate Planning can be complicated or simple. Like the clients we serve, no two estate plans are alike.

Estate plans vary from simple powers of attorney and directives allowing certain individuals to carry on your affairs in case of death or incapacity, to relatively basic wills that provide for last wishes and distribute remaining assets, to complex trust agreements that can allow you to do just about anything with your money.

Privacy Through Trusts

If you are the type of person that does not want the details of your estate to become a public record, you might consider the option of setting up a trust to transfer your property upon death (or sooner). Unlike a will, a trust is a private document that will not be filed with the probate court. Depending on the complexity of your situation, the value of your estate, and what you are looking to accomplish, different documents will be needed.

  • BASIC ESTATE PLAN
  • For individuals and families with relatively few assets and relatively low risk of sudden life changing circumstances.

    Will based plan and also includes any “ancillary” documents such as a health care directive (“living will”), financial power of attorney, medical power of attorney, HIPAA authorizations, and child protection plan.

    Simple but sufficient to meet the needs of young professionals and young families that are not ready for complicated trust based planning.

    Unlimited revisions for 30 days after signing.

  • WEALTH MANAGEMENT PLAN
  • For families that have begun to build wealth and want to make sure the fruits of their labor are not jeopardized.
    This is a Trusted centered plan that also includes wills, healthcare directives (“living will”), financial power of attorney, medical power of attorney, HIPAA authorizations, and child protection plan.

    Trusts creates a vehicle for protecting assets, but client is ultimately responsible for transferring assets into the trust at inception and as additional assets are acquired.

    Unlimited revisions for 30 days after signing.

  • WEALTH BUILDING PLAN
  • Hands off asset protection for  families with established and growing wealth.

    Trust centered plan that also includes wills, healthcare directives (“living will”), financial power of attorney, medical power of attorney, HIPAA authorizations, and child protection plan.

    Trust creates a vehicle for protecting assets, attorney is responsible for transferring all assets into the trust and keeping client apprised of status of transfers.

    Unlimited revisions for 30 days after signing.