Attorney Beth, a skilled estate planning attorney, is the author for all State of Connecticut Estate Planning form documents and agreements, including but not limited to Wills, Revocable and Irrevocable Trust Agreements, Special Needs Trust Agreements, Powers of Attorney and Health Care Instructions
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A fact that a lot of people don't know: in CT, even if no probate is needed for a deceased person's estate, CT requires the filing of an estate tax return. The estate isn't taxable unless over $13 mil (as of 2024), but the estate tax return must be filed in all cases. In MA, there's no requirement to file an estate tax return unless the estate is actually taxable--but, the estate is taxable if over $2 mil. Contact Attorney Beth to learn the ins and outs of estate planning.