Blog Archives

Protecting Your “Stuff” and Your Legacy

Guest speaker Attorney Thomas Robinson of  Falkenstein, Meggers, Paul & Robinson, PC provided a full house of Borgida & Company clients much practical advice for protecting your “stuff” and your legacy on Thursday, November 1st. Some topics included asset protection, who


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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


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How Many Trusts Do I Need?

Estate Planning can get tricky. One tool that is frequently used is a trust. Many trusts are set up as revocable (“rev”) trusts.  This means the person that formed the trust can amend or change it at time during their


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Why I Asked My Daughter to Give Me a Power of Attorney

Recently my daughter turned 18.  In Connecticut this is considered the age of majority.  In other words, she can make her own decisions.  Well, that’s what the law says.  However, she’s still living under my roof, so, well, she’s got


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Happy New (Tax) Year…Unlucky ’13?

  The New Year’s celebrations are over. It’s on to 2013. Will this be unlucky 2013 for taxpayers? We wrote earlier how there are 8 Reasons You Will Pay More Taxes in 2013…Guaranteed. We also pointed out Why the Fiscal


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