Resources

“Question of the Month” is a new addition to our blog that will help answer common questions that Disability Planning Partners often receives from clients and prospective clients. We hope these posts will assist everyone...

Why You Should Be Thinking About Business Succession Planning If you are the owner of a business you should be thinking about business succession planning. The prior statement applies to owners of every kind of business: from...

To all of our clients and trusts with business ownership, a new law has gone into effect this year requiring additional reporting about such business’s owners to FinCEN (Financial Crimes Enforcement Network). This new law...

While the word, “probate” has many meanings with the most common form refers to legal issues which are resolved in the Connecticut Probate Courts. In this case, we will discuss the process of “probating a Will” or...

We pride ourselves in how we work with our clients.  It’s a relationship we seek to develop throughout the lifetime of working together.  Lola, the daughter of one of our clients, sent us this note that does a great...