Anyone who owns property, wants to provide for family members, or wants a say in how their affairs are handled in the event of incapacity or death can benefit from an estate plan. This includes young families, business owners, retirees, and individuals with blended families or charitable intentions.

During your initial consultation, Peter will discuss your family situation, assets, and goals so he can recommend the documents and strategies best suited to your needs. It's an opportunity for you to ask questions and to get to know one another before moving forward.

It's generally a good practice to revisit your estate plan every three years, and especially after a major life event such as marriage, divorce, the birth of a child, a significant change in assets, or the loss of a named beneficiary or fiduciary. Peter can help you determine what timing makes sense for your situation.

Yes. Peter represents executors, administrators, and beneficiaries in probate matters before Connecticut Probate Courts, guiding clients through the process from initial filing through final distribution.

It's helpful to bring a list of your assets, any existing estate planning documents, and information about the family members or other individuals you'd like to include in your plan. Peter will let you know ahead of time if anything additional would be useful. He will provide you with a form to fill out wherein you can provide all necessary information.

The right combination of documents depends on factors like the size and complexity of your estate, your family situation, and your goals and avoiding probate. Peter will help you evaluate your options together during a consultation.