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Estate Planning Information

Click here to download our Estate Planning Questionnaire for Married Couples.

Click here to download our Estate Planning Questionnaire for Single Individuals.

Effective in 2011, Connecticut’s Probate Court system was reorganized and the number of probate courts was reduced from 117 to 54. You can find your town’s region on this map.

Click here to read an interview with Paul Mersereau, Chris Drew and John Drew by the Hartford Foundation for Public Giving discussing the advantages of the IRA Charitable Rollover.

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