August 11th, 6:00-7:00 pm        Attorney Brendan Daly

You may have heard about the new set of rules about how Connecticut trusts are created and administered.  Some of the laws provide benefits that didn't exist before - some may cause you to consider creating a trust or updating what you already have in place.

Attend this program with Brendan Daly, a Certified Elder Law Attorney, for an easy-to-understand overview of the new trust code, how revocable living trusts work, whether a trust is right for you, and how the laws may affect your current estate plan.

The word probate has become a dirty word in estate planning. We’re here to tell you it’s not. Your experience with probate court largely depends on your own circumstances.

For example, a small estate is simple. But a large estate or a dysfunctional family can make the probate process long and expensive.

The best thing you can do to prepare is to educate yourself. Attend this session with Attorney Jeffrey Rivard to learn the ins and outs of probate in Connecticut including who takes charge of a Will after someone dies, what happens if someone dies without a Will, and how to avoid a lengthy probate process.

The past couple years have taught us that life circumstances can change in an instant. If they do, are you prepared? Consider some difficult questions…

Do you want to be on life support? Who will pay your bills if you can't? And if you pass away, how will your estate be divided amongst your heirs? 

An estate plan gets all your answers to these questions legally documented.

Attend this program and learn from Attorney Lara Bomzer why a Will is important, what a power of attorney (POA) does, who might you name as your agent, what is a trust, and should you consider having one.