Smart Planner Newsletter

Smart Planner Newsletter

Here’s a look at some of the latest issues of our newsletter, Smart Planner.

This free, quarterly publication contains great information and useful tips, interesting features, and fun anecdotes to keep you up-to-date on the latest!

  • Learn how to make our nest egg last
  • Discover smart ways to plan your future
  • Explore new ideas for making life easier

Enjoy!

Summer 2021

Issue highlights include:

  • How to Keep Your Vacation Home in the Family
  • Be Careful: Transferring Assets to Qualify for Medicaid may Backfire
  • Why Small Talk and Casual Connections Matter
Winter 2021

Issue highlights include:

  • What Assets Belong in a Trust?
  • Caring for Your Parents: 5 Sibling Disputes & How to Avoid Them
  • 6 Fascinating Lecture Series to Get You Through Winter


Archived Issues

Looking for an older issue of our newsletter? Browse our archives here!

Client Reviews
★★★★★
“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA
★★★★★
“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT
★★★★★
“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT
★★★★★
Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT
★★★★★
The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT
★★★★★
Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT
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