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Category Archives: Estate Planning

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What if a Will is Not Recent Enough to Include a New Spouse or Child?

By Brian S. Karpe |

All adults in Connecticut and throughout the country should make a will. Even when a person does not have assets of significant monetary value, and even when there may be only one or two heirs to whom the person wants to leave those assets, a will can limit confusion and the application of Connecticut… Read More »

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Estate Planning to Avoid Probate

By Brian S. Karpe |

Often, when adults begin thinking about estate planning, one of the goals is to employ estate planning tools in such a way that their heirs will not have to go through a lengthy and complex probate process. While it may be impossible to avoid probate (depending on your assets, for example), there are many… Read More »

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Is Estate Planning Necessary for Everyone?

By Brian S. Karpe |

Are you someone who should work with an estate planning lawyer on an estate plan and relevant documents? If you are an adult, the answer is yes. Throughout Connecticut, myths and misconceptions about estate planning circulate. Some people assume estate planning is only for older adults, while others assume it is only for wealthy… Read More »

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Can Anyone Create Advance Directives?

By Brian S. Karpe |

Advance directives, sometimes known simply as “life’s events documents,” are an essential part of estate planning for all adults, regardless of a person’s age or financial circumstances. As you may know, whether you are thinking about estate planning for yourself or for your elderly parents, you may be wondering if there are certain requirements… Read More »

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LivingWill

How Does a Living Will Work?

By Brian S. Karpe |

For anyone considering estate planning for themselves, or hoping to help an elderly parent with elements of estate planning, advance directives are essential to consider. Advance directives are different types of documents that ultimately allow a person to have a say in their own medical decisions or health care proceedings even if they become… Read More »

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ElderlyParent

How to Discuss Estate Planning with Your Elderly Parents

By Brian S. Karpe |

Many adults in their 40s and 50s have elderly parents who are beginning to need significant medical care and help with their finances, yet it remains common for elderly adults to have avoided estate planning earlier in life. As such, many of those adults in their 40s and 50s are thinking about how to… Read More »

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What is a Power of Attorney?

By Brian S. Karpe |

Whether you are in your 40s, 50s, or older, it is critical to think about estate planning and the documents that you will need to have in place to protect yourself and your family. One important type of document is the power of attorney (often simply called a POA), and it is important to… Read More »

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Life’s Events Documents and Estate Planning: What Do I Need?

By Brian S. Karpe |

While none of us can fully plan for unexpected life events, it is possible to make plans so that you maintain your ability to make decisions in certain circumstances as best as possible, and that you identify other people you trust to make decisions for you if you become unable to do so for… Read More »

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How A Trust Can Safeguard Your Minor Child’s Inheritance

By Brian S. Karpe |

There is nothing that you would not do for your child and to ensure their safety and security. This includes proactively developing an estate plan or updating an existing one when you become a parent. But when you write your estate plan, what you include in it makes a big difference. Putting together an… Read More »

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NewParents

Top Financial Tips for New Parents

By Brian S. Karpe |

When a child is on the way, the number of things to prepare for can seem impossible. From picking a name to stocking a nursery full of all the blankets and diapers a baby will use, it is a lot for a couple to handle. Children are life-changing, and when bringing one into the… Read More »

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