Post-Divorce Estate Planning

Written by Michele Gartland on May 3, 2018

Divorce is almost always a time of stress. The bulk of that stress is certainly emotional, but no small part of the pressure comes from the logistics of splitting up – the need to review, undo, and rework the many written documents that organize your family, your household, your finances, your medical care and your future.

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Client Alert:  Estate Tax Changes for Connecticut Tax Payers

Written by Michele Gartland on January 25, 2018

The new Connecticut state budget increases the individual exemption from Connecticut estate and gift tax from $2,000,000 up to $2,600,000 in 2018, and to $3,600,000 in 2019. The state exemption is set to match the federal estate and gift tax exemption in 2020. With the recent changes in the federal estate and gift tax laws, … Continue reading Client Alert:  Estate Tax Changes for Connecticut Tax Payers

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The New Tax Reform Act and How It Effects You

Written by Michele Gartland on

President Trump signed tax reform legislation, Public Law 115-97, generally referred to as the Tax Cuts and Jobs Act, into law on December 22, 2017. The Act is the most sweeping tax legislation to be enacted in decades. It is broad in scope, complicated, and will impact almost every aspect of tax, legal, estate, retirement, business … Continue reading The New Tax Reform Act and How It Effects You

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Estate Planning for Non-Citizen Spouses

Written by Michele Gartland on November 8, 2017

In our globally interconnected world, so many in our community either hail from abroad or have family or property ties in foreign countries.  These ties can have significant ramifications for estate planning.  Many couples don’t realize that one of the most widely used estate planning techniques in the United States – the marital deduction – … Continue reading Estate Planning for Non-Citizen Spouses

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Back to School. Four Essential Documents for Your College Bound Children

Written by Michele Gartland on August 7, 2017

If you’ll be dropping off your young adult (who, depending on the day, may still seem like a child) on a college campus this fall, you probably have a long checklist to help them complete first. Along with the laptop and the dorm supplies, it’s important that certain essential documents—giving you authority to act on … Continue reading Back to School. Four Essential Documents for Your College Bound Children

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How to Give Charitably for Maximum Benefit to All

Written by Michele Gartland on December 16, 2015

The majority of charitable organizations look forward to the months between October and December as the time of year when patrons are most likely to open their hearts and subsequently their wallets.[1] Non-profit organizations, public charities, and private foundations report that nearly 50 percent of their yearly contributions are received in the final quarter of … Continue reading How to Give Charitably for Maximum Benefit to All

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Essential Documents for Young Adults

Written by Michele Gartland on October 22, 2015

Not long ago essential documents for 18 year olds included a driver’s license and a passport for your semester abroad. Essential documents for young adults now include Health Care Proxies and Living Wills. Colleges often request that these be filed before moving into college housing. This shift reflects a change in legal requirements regarding privacy … Continue reading Essential Documents for Young Adults

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Digital Assets Require Trusts and Estates Planning

Written by Michele Gartland on March 24, 2015

You may be surprised to find that you can’t split your iTunes library or your Kindle books among your heirs just as you would have left record albums or books to kids years ago. Even though the library was acquired at substantial cost, due to licensing agreements it is considered non-transferable even as part of … Continue reading Digital Assets Require Trusts and Estates Planning

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