Frequently Asked Questions

Yes, everyone needs some form of estate planning. Without a plan, state law determines what happens to your assets and who cares for your minor children. An estate plan ensures your wishes are followed and can save your family significant time, money, and stress.

A will takes effect after death and must go through probate. A trust takes effect immediately and can manage assets during your lifetime and after death, typically avoiding probate. Trusts offer more privacy and control but are more complex to set up. We can help you determine which is right for your situation.

We use flat-fee pricing based on the complexity of your plan. A simple will package typically starts around $800, while comprehensive estate plans with trusts range from $2,500-$5,000+. We provide exact quotes after your initial consultation, so there are never any surprises.

We recommend reviewing your plan every 3-5 years or after major life changes such as marriage, divorce, birth of a child, significant changes in assets, moving to another state, or the death of a beneficiary or fiduciary. Regular reviews ensure your plan continues to reflect your wishes.

If you die without a will (intestate), Connecticut law determines how your assets are distributed. Typically, assets go to your closest relatives—spouse, children, parents, or siblings—in proportions defined by statute. This may not reflect your wishes, especially in blended families.

While DIY will kits are available, they often lead to problems. Connecticut has specific requirements for valid wills, and generic forms may not address your unique situation. An experienced estate planning attorney ensures your will is legally valid, comprehensive, and tailored to your family's needs.

Properly funded revocable living trusts typically avoid probate because assets owned by the trust pass directly to beneficiaries according to the trust terms. However, assets not transferred to the trust may still require probate. We help ensure your trust is properly funded.

In Connecticut, probate typically takes 6-12 months for straightforward estates. Complex estates or those with disputes may take longer. The process involves filing the will, notifying beneficiaries and creditors, inventorying assets, paying debts and taxes, and distributing remaining assets.

While not legally required, having an attorney is highly recommended. Executors have fiduciary duties and can be personally liable for mistakes. An experienced probate attorney helps navigate court procedures, avoid errors, resolve disputes, and close the estate efficiently.

Connecticut has a 60-month (5-year) Medicaid look-back period. This means Medicaid reviews all asset transfers made within 5 years before applying for benefits. Improper transfers can result in penalties and delays in eligibility. Early planning is essential.

Yes, there are legal strategies to protect assets while qualifying for Medicaid. These may include irrevocable trusts, spousal protections, and proper spend-down planning. The key is to plan early—ideally at least 5 years before needing long-term care.