Estate Planning That Actually Matches Your Retirement Plan
A will or trust that hasn’t been reviewed since it was written can quietly work against the retirement plan you have today. We coordinate your estate documents, beneficiary designations, and tax strategy with the estate attorneys and CPAs you already work with — or refer you to ones we trust.
Book a ConsultationBuilding an Estate Plan That Holds Up
We review your current will, trust, powers of attorney, and beneficiary designations for gaps.
We work directly with your estate attorney and CPA — or refer you to ones we trust.
We flag when a life change, tax law update, or new asset makes it time to revisit your plan.
Questions About Estate Planning
Do I need a will or a trust in Connecticut?
A will directs asset distribution but must go through Connecticut probate; a revocable living trust avoids probate for assets titled in its name and stays private. Most Tidewater clients use both, along with updated beneficiary designations — which override either document on retirement and insurance accounts.
How does Tidewater work with estate attorneys?
We coordinate directly with your estate attorney and CPA so your investment, tax, and legal strategies stay aligned. If you don’t have an attorney or CPA, we can recommend professionals in our area we’ve had successful working relationships with.
What happens to my retirement accounts if I don’t update my beneficiaries?
Beneficiary designations on retirement and insurance accounts override what your will or trust says. An outdated form can send assets to an ex-spouse or an unintended heir, regardless of your current wishes — which is why we review these designations as part of every plan.
How often should I review my estate plan?
Review your estate plan after any major life change — retirement, a new grandchild, a significant change in assets, a tax law change, or the death of a named beneficiary or executor. Absent a major change, a full review every 3–5 years is recommended.
Other Services That Pair With This One
Make sure your estate plan matches your life today.
A short conversation can surface gaps most people don’t know they have.
Book a Consultation