Once again, this year, Connors & Sullivan Employees Supported Reaching-Out Community Services Operation Gobbler Giving in November 2025 and Operation Christmas Smiles in December 2025. Employees donated over 40 Turkey Dinners with all the trimmings for Operation...
Estate planning is no longer just about passing assets to the next generation. For high-net-worth individuals – particularly those navigating the complicated dynamics of blended families – long-term financial protection is a big priority. Many parents hope to leave a...
When you and your spouse have built a life together over the years – with a shared home and merged finances – it’s only natural to think your estate plan should be shared, too. But is that really the best option for you? Many couples assume that a joint will can cover...
Estate planning is no longer concerned just with physical assets like your homes, bank accounts and family heirlooms. These days, you also have to consider your digital assets – which include everything from cryptocurrency and cloud storage of your photos to your...
When applying for the Medicaid program, familiarizing yourself with its eligibility rules is necessary. The one element you must not overlook is the allowable asset and income limit. Exceeding the allowable limits can complicate your application, which may lead to...
If you own property in more than one state, it’s important to understand how that can affect your estate plan. One issue that often surprises families is the necessity for multi-state probate – an extra legal process that can be time-consuming, expensive and...
Most people associate the phrase “prenuptial agreement” with celebrity marriages and high-stakes divorces. In truth, a well-drafted prenup is not just a tool designed to make divorce easier – it’s also a solid part of a broader estate planning and asset protection...
Probate is the court-supervised process of settling a person's estate after death. While it serves a legal function, a lot of families do not appreciate the inherent delays it can cause and the all-too-public nature of the proceedings. For many families, probate can...
When you inherit property or investments from a loved one, you may be focused on the sentimental value of the property or the financial opportunity the assets represent. But there’s an important tax concept that can make a huge difference in how much you ultimately...
Blended families are now more common than ever, with second and third marriages being the norm amongst seniors – but they can make estate planning more complex. The goal is simple: you want to provide for your spouse, protect your children’s inheritance and avoid...
