News
How to be an Executor
If you are named the executor or personal representative in a Last Will and Testament, you will be the final administrator of a deceased person’s estate and have many details to manage. The following estate executor checklist can help you … Continued
The Ins and Outs of Title Insurance
There are a number of different steps you will have to go through to finalize the purchase of your new home. Purchasing title insurance is one of the unfamiliar steps but is vitally important. Title insurance is there to protect … Continued
Big Myths of Financial Planning
Every day, you make choices about your finances that affect your long-term happiness. But if you are like most people, you never had any formal education in money management. You’ve had to seek out advice and resources as you go. … Continued
No-Contest Clauses and How They Work
Contesting a Will is not just the stuff of TV melodramas — it happens in real life. After you are gone, if a family member believes you didn’t have the requisite mental capacity to execute your Will, that someone exerted undue influence … Continued
Digital Records and Your Privacy
The rights to access digital assets are scattered through a web of user agreements and federal and state laws. The law protects both a fiduciary’s right to access and the decedent’s privacy. Digital assets include: Electronic communications — emails, social … Continued
Myths of the Estate Tax
If you think you can avoid the federal estate tax, you’re probably right. The federal estate tax applies to Americans only if their estates total more than $11.7 million for individuals and $23.4 million for couples. For these very wealthy … Continued
The Spousal Lifetime Access Trust: A Nearly Perfect Tool?
A spousal lifetime access trust (SLAT) is an irrevocable trust where one spouse (the donor spouse) gifts assets to the other spouse (the beneficiary spouse) in a trust. The trust authorizes the trustee to make distributions to the beneficiary spouse … Continued
How to Choose a Guardian for Your Child
Appointing a guardian for your children might seem morbid. If you’re a healthy person who doesn’t work a dangerous job, it may also strike you as unnecessary, since your decision usually only matters if you die or become disabled before … Continued
We Support...
Moser Foundation 2021 Press Release
The pandemic has given all of us challenges over the past year and nonprofit organizations are no exception. Arts, education and literacy nonprofits have needed to find creative ways to continue providing programs and services to their clients, patrons and … Continued
Lindsay Foundation Supports Basic Needs Fund, Addiction Services
We are proud of our clients! Good People doing Good Work. The Brian & Marilyn Lindsay Foundation made a grant that matters to Wheeler Clinic. Read the full story here.
Guest Posts
5 Steps to Create a Home Inventory Checklist (By Scott Humphrey, Travelers for Insurance Associates, 74 Vine St., New Britain, CT 06052)
After a fire, burglary or another event in which you lost possessions from your home, it may be difficult to remember the details of every one of the belongings that you have accumulated over the years. In this situation, having … Continued
