Estate
From Division to Direction: Financial Guidance Through Divorce
Financial guidance through divorce in Connecticut: dividing retirement accounts, QDROs and taxes, and working with your attorney.
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Estate
Maximizing Your Estate: Advanced Wealth Transfer Techniques
Wealth transfer techniques such as Roth conversions, gifting, trusts and charitable giving, plus how heirs are taxed on what they inherit.
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Estate
The Great Wealth Shift from Baby Boomers to Millennials
The great wealth transfer moves trillions from baby boomers to their children. What it means for both generations and how to plan for it.
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Estate
5 Practical Estate Planning Tips
Five practical estate planning tips to organize your assets, provide for minor children and spare loved ones probate delays and fees.
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Estate
Irrevocable Trusts are Springing Up Everywhere
Irrevocable trusts are no longer reserved for the wealthy. Learn why more families use them and how they differ from revocable trusts.
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Estate
The Surviving Spouse: Financial Steps After a Loss
Surviving spouse finances change after a loss. Here is what to do first, from Social Security and pensions to IRAs, taxes and the estate.
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