200 Day Hill Road Suite 240, Windsor, CT 06095

Referring Financial Professionals:

CPAs, Financial Professionals, & Insurance Professionals

Collaborate with us to help protect your client’s finances.

Disability Planning Partners Attorneys

Our attorneys strive to provide a bedside manner that exudes trust, making everyone comfortable. Many people searching for help planning their estates worry about putting their life’s hard work in someone else’s hands. Some are even struggling with delicate health or family situations that require compassion and discretion.

Disability Planning Partners Attorneys

Build a team of financial professionals

Disability Planning

Asset management isn’t a job for just one person. Building a professional team means that your clients will have many minds pooling resources for their benefit, and in cases like these, the whole is greater than the sum of its parts.

People in all areas of legal and financial matters have their areas of expertise. It takes a strong, confident professional to understand that reaching out for a partnership can help everyone involved.

When you, as a financial planner, accountant, or wealth management assistant, join together with an attorney to manage your client’s estate, everyone comes out with more in the end.

Disability Planning

How Disability Planning Partners helps curate financial security

Disability Planning Partners looks forward to joining you in curating your clients’ financial security by focusing on the following issues.

Ensuring estate plans are legally valid, comply with State laws, and are crafted to avoid potential legal challenges to the estate plan that could cause delays and extra costs.

Protecting assets means that estate plans are structured to avoid creditor claims, lawsuits, and potential threats. And estate taxes and income taxes are minimized. And due care is taken to ensure proper trusts are developed, funded, and administered properly.
Updating plans as families grow, assets grow, and different phases of life occur. A coordinated plan means estate plans should be fluid and flexible and reviewed every so often to ensure goals align with the drafted documents.

Retirement planning helps review assets being saved for later years. Using estate planning documents and tools, such as insurance products, can often balance the need for security in aging but also leave a legacy for the family.

Reach Out To Us Today

The best estate plans are designed to help families cope with their realities and prepare for the future.

Because we view estate planning as more than a set of documents, we take the time to develop a broad strategic plan that meets your present and potential future needs.

Reach out to Disability Planning Partners today to join together for your client’s benefit as well as yours.

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LOGO CT Bar Association Logo 2
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badge ASNP 200

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