Sara Mekrut Etienne

Planning ahead can save your loved ones a lot of stress during an already difficult time.

Here are 7 things Connecticut residents should know about estate planning:

1️⃣ Joint accounts don’t always transfer as expected.
2️⃣ POD beneficiaries may take precedence over your will for that account.
3️⃣ Bank account access may be restricted after a death.
4️⃣ Safe deposit box access may be delayed.
5️⃣ Adding a child to your account can create complications.
6️⃣ Power of attorney generally ends at death.
7️⃣ Keeping account information organized helps your family know where to start.

A little planning today can make a big difference tomorrow. Consider speaking with an estate-planning attorney about your situation.

🏡 Thinking about downsizing, selling, or moving closer to family in Connecticut? Send me a message, and let’s talk about your next chapter. I’m here to help make the real estate side easier.

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