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July 20, 2010
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Estate Planning News

 

 

President's Plan to Strengthen Retirement Security

President Bush believes that economic freedom is essential to individual success and prosperity. The President's economic agenda invests in individuals by creating jobs, expanding opportunities to save and invest, providing a good education, and helping each American own part of the American dream.

An important component of the President's economic security agenda is providing American workers and retirees new tools to protect their pensions, investments, and retirement security. The President has announced the implementation of rules that require workers to receive a 30-day notification before any "blackout" restrictions are placed on their 401(k) plans. Read more at whitehouse.gov

Contact our Hartford estate planning attorney now.

 
Did You Know?    
 
 
A Will, is sometimes called a "Last Will and Testament"
Used to transfer property you hold in your name to the person(s) and/or organization(s) you want to have it. A Will also typically names someone you select to be your Personal Representative (or "Executor") to carry out your instructions and names a Guardian if you have minor children. A Will only becomes effective upon your death, and after it is admitted to probate.

 


  Newsroom  
 


Latest news about Financial & Estate Planning in Hartford and nationwide:

Congressman Aderholt Votes To Eliminate Death And Estate Tax
WASHINGTON, DC -- Congressman Robert Aderholt (R-Haleyville) today voted in favor of the Permanent Estate Tax Relief Act of 2006.  This legisl...
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Nelson Supports Full Repeal Of Estate Tax
To encourage economic activity and to allow for certainty in estate planning, Nebraska’s Senator Ben Nelson voted today to proceed to H.R. 8, the b...
Read more >


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Estate Planning Terms

 


Today's Terms

Estate

Definition:
The total of all assets, all debts and other obligations of an individual. At the time of death the total amount of benefits (life insurance, annuity and retirement benefits) to be paid to beneficiaries are often also considered part of the estate for Federal Estate Tax purposes

Trustee

Definition:
A person or institution responsible for the management and distribution of property held in a Trust. The trustee has the authority to act according to the instructions provided in the trust agreement. See Fiduciary.

Gain

Definition:
The difference between the Tax Basis (the amount originally paid for property with certain adjustments) and the amount received for the property when it was sold.

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Estate Planning Resources

 


Search Estate Planning resources in our resource center:

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Estate Planning Hot Topics

 
Topics Related to Estate Planning:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax

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Hartford Estate-Planning Attorney

 
If you live in the following cities and need an Estate-Planning attorney you should contact our Estate-Planning Attorney as soon as possible:

  • Branford
  • Bridgeport
  • Bristol
  • Cheshire
  • Danbury
  • East Hartford
  • East Haven
  • Enfield
  • Fairfield
  • Glastonbury
  • Greenwich
  • Groton
  • Guilford
  • Hamden
  • Hartford
  • Manchester
  • Meriden
  • Middletown
  • Milford
  • Naugatuck
  • New Britain
  • New Haven
  • New London
  • New Milford
  • Newington
  • North Haven
  • Norwalk
  • Norwich
  • Ridgefield
  • Shelton
  • South Windsor
  • Southington
  • Stamford
  • Stratford
  • Torrington
  • Trumbull
  • Vernon Rockville
  • Wallingford
  • Waterbury
  • West Haven
  • Westport
  • Wethersfield
  • Windsor
 


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