Estate Planning

NEW!!! 2018 Fall Seminar Series Announced

Join us for Dinner & Important Discussions You’ll Want to Hear.

 

Thursday, September 27th 

How The New Federal Tax Law Affects YOU

5:30pm – 7:00pm, 360 East Center Street, Manchester, CT

Thomas F. Scanlon, CPA, CFP®, President of Borgida & Company, PC will present on the New Federal Tax Law. Some of the topics include: reduced Income Tax Rates, removal … Continue reading »

Nov. 2nd Seminar About Fiduciary Fraud

Stephen Pedneault, Forensic Accountant Services LLCinstructed & entertained a full-house at Borgida & Company on Thursday, November 2nd. Points of discussion included the nature of fiduciary theft; signs for identifying fiduciary fraud; the frequency of occurrence & the likely trend for future cases.

 

Guest Lynn Lynch won the door-prize drawing of one of Pedneault’s books “Anatomy of a Fraud Investigation”. Congrats Lynn! 

Oct 4th Lecture on Estates & Wills a Big Hit

On Wednesday, October 4th, Tom Scanlon welcomes our guests and introduces guest speaker Attorney Lou Spadaccini for his lecture on “Making Your Wishes Known & Protecting Your Legacy”. An educational & enjoyable evening was had by all.

Along with will & probate matters, Spadaccini specializes in personal injury, collections, worker’s compensation law and business & commercial law. If you’d like information on services offered … Continue reading »

Fall Seminar Series

Back to School with Expert Advice

Join Us for Dinner & Important Discussions

You’ll Want to Hear

 

Wednesday, October 4th    

Making Your Wishes Known & Protecting Your Legacy

5:30pm-7:00pm at 360 East Center Street, Manchester, CT

Attorney Lou Spadaccini of Blackwell & Spadaccini LLC, leverages practical advice for Connecticut residents to maximize their legacy and minimize costs and delays. Some of the topics covered include: Estate Planning & Trusts; Wills; Power of Attorney; Health … Continue reading »

7 Easy Steps to Manage an Estate in Connecticut

Please review 6 Easy Steps to Open an Estate in Connecticut.

 1) Post a Probate Bond

 

Unless the will specifically indicates a bond is not required, the executor will need to get a Probate Bond. The coverage and insurance premium will be based on the expected size of the estate. The executor may have to front the money to get the bond as the estate checking account may not have been open yet.