Estate Planning for Every Stage of Life
A comprehensive estate plan does more than just pave the way for a smooth transition of wealth to your heirs. It
also helps you avoid problems that keep your loved ones from receiving the benefits and protection they deserve,
and it keeps Uncle Sam from getting more than his share. A comprehensive plan prepared the right way will give you
peace of mind.
Estate Planning Services
Drazen Rubin Law, LLC offer Connecticut’s most comprehensive suite of estate planning services including:
- Preparation of wills, trusts, advance medical directives, living wills and durable powers of attorney
- Preparation of HIPAA medical information releases
- Preparation for the smooth transition of wealth after your death, minimize the impact of estate taxes and
protect your estate from creditors and the creditors of your children
- Strategies to avoid expenses that deplete the value of the estate you pass on to your heirs
- Planning to ensure that the property you designate will go to the people you designate after your death and
protect inheritances in the event that your heirs get divorced
- Charitable gifting strategies including charitable remainder trusts, charitable remainder annuity trusts,
charitable remainder income trusts, charitable annuities, charitable lead trusts, charitable planning with
retirement benefits and the establishment of private foundations
- Traditional gifting strategies including traditional gift trusts, generation gifting trusts, grantor retained
annuity trusts, grantor retained unit trusts, grantor retained income trusts, family limited partnerships, and
family limited liability companies
- Planning for life insurance payments, including irrevocable life insurance trusts
- Planning for marital deductions and exclusions, including marital deduction trust planning, disclaimer trusts,
qualified terminable interest property trusts, intentionally defective grantor trusts, and credit shelter trusts
Estate Planning Isn’t Just for Seniors
It’s never too early to start estate planning. The sooner you start, the more prepared you will be for life’s
unexpected twists and turns. If you’re under 40, keep these three simple tips in mind:
- Start planning now regardless of net worth.
- Have the “what if?” conversations with friends and family.
- Focus on the basics like life insurance, a will, a living will and a durable power of attorney.