Due to the continually changing tax laws and the complexities of the modern family structure, today more than ever, there is a need for comprehensive, objective estate planning  advice.

Estate Planning is a very  personal process. Each individual and family plan is unique. Our Estate Planning Group recognizes that the best plan is one that balances your objectives according to your priorities, not those of your advisors. Our goal is to provide you with the highest quality estate planning services in the most efficient manner possible.

To help you reach your goals, our Group  members attend the top industry conferences, and continually monitor the tax code,  legislation and case law for new developments. This enables us to keep our  clients abreast of changes that could affect their estate plan.

No one likes to discuss his or her financial situation, much less his or her mortality. However, ignoring these  issues can cause unintended or undesirable results, such as leaving your heirs with nothing but problems. We can help you address these issues with our expertise in the following areas:

• Charitable Giving Strategies
• Insurance Planning
• Asset Protection Planning
• Retirement Planning
• Eldercare Planning
• Income Tax Planning
• Lifetime Gifting Strategies
• Minor Children Considerations
• Business Succession Planning

Additionally, our Group can guide you through the stressful times following the death of a loved one and aid you with the estate administration process.

Our estate administration services include:

• Federal Estate Tax Return Preparation
• CT Successor's Tax Return Preparation
• CT Estate Tax Return Preparation
• Fiduciary Income Tax Return Preparation
• Probate Accountings
• Business Valuations
• Trusteeships

For additional information regarding our estate planning and/or estate administration services, please contact Matthew J. Nick, Esq. at or Brian J. Newman at or call 800-286-5726.