Transferring wealth from one generation to the next seems like a simple proposition. However, tax laws, probate laws, intestate laws, and the rules of government benefit programs can all cause unexpected and conflicting results for the unwary planner.
A few things to consider:
We don't like to consider our mortality, but the answers to these questions are too important to leave for another day. Sometimes the unexpected occurs and the chance for planning on your own terms becomes unnecessarily complicated or even lost.
Ask yourself: Will a judge make the same decisions I would for my family?
Don't wait. Contact a lawyer today to make your plans a reality.
If you do not know the answers to these questions, or if your plans have changed, we can help. Contact us today to schedule your appointment. We will work with you and your other trusted advisors to develop a plan tailored to your goals and situation in life.
Jack Reardon, J.D., LL.M.
Serving the Connecticut Shoreline from New London to New Haven.
We are required to disclose that under Federal law we are considered a debt relief agency for services we provide to some of our clients. We help people file for bankruptcy relief under the Bankruptcy Code.
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is designed to provide general information for clients and friends of the firm and should not be construed as legal advice, or legal opinion on any specific facts or circumstances. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.
Copyright 2010 Jack Reardon, J.D., LL.M. All rights reserved.