Have you put off creating an estate plan because you believe that you have to make provisions for everything that could possibly happen between now and the end of your life? Have you been procrastinating because you think an estate plan is a document you create just once? If either of these statements sounds familiar,...

I don’t always behave the way people expect me to. When I meet with new clients, most expect me to say that they should start putting together their estate plan right away. My response is always the same. “Tell me when you’re going to die or become incapacitated and we can work backwards from there,”...

As our loved ones grow older, it is an increasing concern of how to balance their independence with their safety. This concern is often increased with the loss of a spouse, and it may become very difficult to keep our loved ones in their own home while still maintaining their safety. There are many choices...

As our loved ones get older, it often becomes very difficult for them to stay at home safely. There are many different options of where they can live, but even after finding the right facility, we want to make sure their transition into it is smooth and they get the most out of their stay...

Modern medicine has progressed so rapidly that people are living to much older ages than ever before. Although this is a blessing, allowing people to have more time with their loved ones – it also leads to issues which were not as prevalent years ago. One of these is dementia, which increases in incidence with...

One of the most complex aspects of a Connecticut Wills and Trust lawyer’s job is making sure that a Trust is properly funded. While the attorney will be able to do much of the work on behalf of the client, there are a number of documents that are needed in order to transfer assets into...

The Supreme Court’s landmark decision regarding same-sex marriage brings with it many issues that are probably best discussed with a good marriage and estate lawyer in Milford. Because of the previous inability to legally marry, many of those now looking to walk down the aisle are considerably older than typical newlyweds. This leads to additional...

An unexpectedly common problem that Milford estate planning lawyers encounter is how the proceeds of an estate are handled when the beneficiary gets divorced. We don’t want to think of our children dealing with the pain of a divorce, but losing the inheritance you left behind would certainly pour salt in the wound. That’s why...

Inheriting an IRA can be a financial blessing but you have to be extremely careful about withdrawing the funds. There are a number of mistakes you can make that can result in a missed opportunity for tax-deferred growth, or worse, a huge tax bill. Luckily, surviving spouses have some leeway. It’s still tricky to transfer...

The short answer is: it depends. This is a question we get a lot, and one we typically discuss at length with non-married parents during our planning sessions.  When one of the parties of a divorce decree dies, this will end the custody agreement because there’s no longer anything to govern. In most cases, custody...