The importance of having an Estate Planning Attorney in Connecticut

Estate planning is the process of creating a comprehensive strategy to protect and transfer your assets, reduce tax liabilities, ensure the well-being of loved ones, and carry out your wishes after you pass away or become incapacitated. Connecticut estate plans usually contain a Will, Living Trust, Health Care Advance Directives, a Living Will, Powers of Attorney (POA), Beneficiary Designations and Guardian Nominations. A Connecticut estate planning attorney plays a crucial role in helping you create a plan that makes sure that your family is provided for while minimizing taxes and probate.

Estate Planning Questionnaires

Please download, fill out and print these for our first meeting.

Cohen Law Logomark to accent Estate Planning practice in Connecticut

Why you should consider Estate Planning Attorneys at Cohen Law, PLLC:

  • Customized Estate Planning: Everyone’s situation is unique, and estate planning requires a tailored approach. We assess your specific circumstances, financial situation, and family dynamics to create a plan that aligns with your goals and values. Our experience ranges from creating basic estate plans to designing complex plans to deal with multi-generational, high net worth estate planning situations in Connecticut.
  • Maximizing Asset Protection: We employ various strategies to safeguard your assets from creditors, lawsuits, and other potential threats. We can advise you on trusts, insurance policies, and other tools to shield your wealth from unforeseen risks.
  • Reducing Tax Implications: Proper estate planning can help minimize the tax burden on your estate and beneficiaries. We’ll advise on tax-efficient strategies, such as setting up trusts or charitable donations, to preserve more of your assets for your loved ones.
  • Incapacity Planning: Estate planning is not just about distributing assets after death but also preparing for potential incapacity during your lifetime. We can assist in establishing powers of attorney, healthcare directives, and living wills, ensuring that your wishes are honored if you become unable to make decisions for yourself.
  • Updating your Estate Plan: Life is dynamic, and circumstances may change over time. We can help you review and update your estate plan regularly to account for significant life events, such as marriage, divorce, the birth of children, or changes in financial status.
  • Ensuring a Smooth Probate Process and Avoiding or Minimizing Probate: Probate is the legal process of validating a will and distributing assets according to its terms. We can help structure your estate plan to minimize the time and expenses associated with probate, simplifying the process for your loved ones. We can prepare trusts and offer other advice that will help to structure your estate plan such that your assets do not pass through probate.
  • Legal expertise: Estate planning involves intricate laws and regulations. We possess the knowledge and expertise to navigate these complex legal frameworks, ensuring that your estate plan complies with all relevant federal and Connecticut law.
  • Avoiding Costly Mistakes: Without professional guidance, mistakes in estate planning documents can lead to significant financial consequences and legal challenges for your heirs. Retaining an estate planning attorney will  help minimize the likelihood of errors and ensure that your wishes are accurately reflected.