105A Newtown Rd, Suite 5, Danbury, CT 06810
240 Pomeroy Ave, Suite 201, Meriden, CT 06450
1261 Post Rd, Suite 102, Fairfield, CT 06824 
6929 E. Greenway Pkwy, Suite 195, Scottsdale, AZ 85254 

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

 
 
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?