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Articles Posted in Estate Administration

New Car GiftWhen you die, someone is going to benefit from the use of your car. Wouldn’t it be nice to decide now exactly who that person should be?

The easiest way to transfer your car to someone you care about is to plan in advance. When registering a vehicle, you can designate a transfer-on-death (TOD) beneficiary, not unlike what you can do with a bank account.

How to designate a beneficiary

Simply complete the area reserved for this purpose on the reverse side of your registration certificate. If you do not have a registration certificate, or if you are registering a new vehicle, complete the Official Registration, Form H-13, and designate the Owner in Box 1 as “John Doe, Transfer on Death to Jane Doe.”

When you die, the transfer-on-death beneficiary need only bring a certified copy of your death certificate to the nearest Department of Vehicles office to have the registration transferred. Continue reading

Responsibility wooden sign with a street backgroundYou might get the news from an unexpected phone call.  Maybe you knew it would come someday, but were surprised when the day finally arrived.  Or perhaps no one told you, and you learned about it after stumbling upon your deceased parent’s trust.  No matter how it happens, the news is the same: You’ve been appointed a Successor Trustee.

How did you become trustee?

There are primarily two scenarios: Continue reading

smbolo de dinero impulsado por toberas de coheteConnecticut probate fees on settling estates – a legal process that determines the authenticity of Wills and the administering of a deceased’s assets –have risen substantially.

Connecticut previously had a cap of $12,500 on probate court fees, regardless of the value of the estate. This maximum fee was reached with an estate of  $4,754,000.

Now, with the new legislation, the fee has been increased on estates worth more than $2 million so that the rate on the amount in excess of $2 million is increased from .25% to 0.5% of the excess. Continue reading

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