What Happens to my Mortgage When I Die?


There is a lot of misunderstanding about the “due-on-sale” clause in most mortgage documents. Most loans permit a lender to call a mortgage loan (require it to be paid in full) when the real property Read More

Happy Independence Day: Office Hours


          Dear friends, in celebration of the 4th of July holiday, we are closed today, 7/4, and tomorrow, 7/5. We will resume normal business hours on Monday, 7/8. Have a joyful Read More

Connecticut Trust Laws Get Major Overhaul


Last week, Connecticut enacted HB 7104, adopting the Uniform Trust Act.  If signed into law, the new legislation will bring significant change to Connecticut trust laws beginning in 2020. Dynasty Trusts   Under the new legislation, Read More

Frequent Flier Miles: Most Expire When You Do!


These days, virtually all major retailers have some sort of loyalty/rewards program. This is especially true with respect to credit card and travel companies. Incentivized by travel rewards, consumers make purchases using their credit cards Read More

Lies People Tell Themselves About Estate Planning


In a recent Forbes article, “3 Lies People Tell Themselves About Estate Planning,” author Jeffrey Levine (a CPA and financial advisor) begins, “People tend to avoid estate planning like it’s the plague, but no financial Read More

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