Downloadable Guides

Free resources to help you understand estate planning and prepare for your consultation.

  • Estate Planning Checklist

    A comprehensive checklist of information to gather before your estate planning consultation.

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  • Understanding Probate in Connecticut

    A guide to the probate process, timelines, and what to expect when administering an estate.

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  • Medicaid Planning Guide

    Information about Medicaid eligibility, the look-back period, and asset protection strategies.

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  • Executor's Guide

    A helpful resource for those named as executor of an estate, outlining responsibilities and steps.

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Helpful Articles

5 Reasons Everyone Needs a Will

Many people believe wills are only for the wealthy or elderly. This article explains why every adult should have a will, regardless of age or assets.

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Trusts vs. Wills: What's the Difference?

Understanding the key differences between trusts and wills can help you make informed decisions about your estate plan.

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How to Choose a Healthcare Proxy

Selecting the right person to make medical decisions on your behalf is an important decision. Learn what qualities to look for.

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Protecting Assets from Nursing Home Costs

Long-term care can quickly deplete savings. Learn about legal strategies to protect assets while qualifying for Medicaid.

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When to Update Your Estate Plan

Life changes, and your estate plan should too. Discover the key events that should trigger a review of your documents.

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Understanding Probate in Connecticut

A comprehensive overview of the probate process in Connecticut, including timelines, costs, and how to avoid common pitfalls.

Read Article

External Resources

Helpful links to government and nonprofit resources related to estate planning and elder law.

Connecticut Probate Courts

Official website for Connecticut Probate Courts, with forms, fee schedules, and court locations.

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Connecticut Department of Social Services

Information about Medicaid, HUSKY Health, and other state assistance programs.

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National Academy of Elder Law Attorneys

Resources and information about elder law, including finding qualified attorneys nationwide.

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AARP Estate Planning

Articles and resources about estate planning, wills, trusts, and end-of-life planning.

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Have Questions?

We're here to help. Schedule a complimentary consultation to discuss your estate planning needs.

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