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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