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Time To Review Your Estate Planning Documents?

We encourage our clients to review their Estate Documents every three years.  This is important to do because there may be changes in the Tax Code or changes in your circumstances at home that will affect your Estate Plan.

The American Taxpayer Relief Act of 2012 (the “Act), was enacted on January 2, 2013.  The Act changes Federal tax laws regarding estate taxes, gift taxes and generation-skipping transfer taxes.

Because of these changes in federal tax law and major changes in Connecticut estate and gift taxes, it may be necessary that changes be made to your Estate Documents, if previously executed, in order to avoid or minimize Connecticut state estate taxes that would otherwise be imposed.

We would be happy to discuss these tax law changes with you and outline the options available to you to avoid or reduce Connecticut estate taxes.

Please review your Estate Documents and give us a call if you would like to set up an appointment to come in and discuss the same.

We look forward to speaking with you.