Estate planning is not just for millionaires. You may not think you have an estate, let alone any need for a plan, but if you have children, if you have things of value, if you own a home, you need an estate plan. An estate plan ensures that you decide who gets your hard earned assets, whatever their size or value-- not the government. Without an estate plan, your wealth, your estate will pass according to the state intestacy statute. Don't you want to decide to whom and when your assets should be distributed and not a probate court?
Estate is planning how you direct to whom your property will be distributed and who will care for your minor children. Estate planning helps reduce tax liabilities, court costs, and attorneys' fees, and can minimize disputes after your death the loss of family members. We can also design your estate plan to deal with your possible future mental or physical incapacity, either through a trust or a durable power of attorney.
In addition, we can guide you through many situations that come up in everyday life that have a legal angle. Whether you are buying or selling a home, starting, buying or selling a business, switching jobs and need a severance or non-compete agreement reviewed, dealing with a minor criminal mater or have been injured in a car accident, you should have a lawyer you can turn to for advice. If we don't have the expertise to help you, we will find someone who does. The bottom line is that we want to be your lawyer.
You have a family doctor (now they call them primary care physicians); you should have a family lawyer. If you want the benefit of a lawyer with a combination of 34 years of far reaching experience, offering values-based, parent-centered estate planning, and a passion for helping clients, call or email Steve today.
- University of Connecticut School of Law
- J.D
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- Principal
- Law Offices of Steven M. Basche, LLC
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- BPS Lawyers
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- Hassett & Geoge, PC
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- Q. Can executor move an estate's millions of $ into CDs rather than having them sit in super-low-interest money mkt accts?
- A: Investing the funds in CD's may be a good idea, but you have to keep in mind that the estate may need some liquidity to pay ongoing or other expenses. Also, you should consider rolling maturity dates, say some 3 month CD's, some 6 month CD's and some 9 month CD's. This way you will be able to respond to cash needs without incurring a penalty for early withdrawal. You should get permission/advice from the court to protect yourself.
- Q. Question about post-probate assets and a specific section in the will.
- A: Yes. You and your brother are the named beneficiaries of what is called the "residuary estate." After all expenses of probate, and after any claims against the estate are paid, the two of you will split the remainder. Near the end of the the probate process, the executor will need to file a financial report that details any income and expenses of the estate, any distributions already made and the proposed distribution of the remainder of the estate.
- Q. Momjust passed,CT. Assets under 12,000 Do i have to file a PC-207 to get medicalrecs for a possibl wrongful death claim?
- A: Yes, that would be the way to go.
Law Offices of Steven Basche