Connecticut Estate Planning Collaborative Support to Help Preserve What You’ve Built
Your Legacy, Your Way, With a Plan That Reflects It
Estate planning is one of the most important financial steps you can take, but it’s also one of the most overlooked. At SKY Investment Group, our Connecticut-based team helps people across the country coordinate estate strategies that protect what they’ve built and ensure their wishes are carried out with clarity.
We help you align your estate planning decisions with your overall financial picture, taking into account asset structures, tax implications, and long-term goals. While we are not attorneys and do not draft legal documents, we work closely with trusted legal and tax professionals to ensure every component of your estate plan works together. Our goal is to simplify the process, reduce the risk of oversights, and give you greater peace of mind as you plan for the future.
Someone Else Will Step In If You Don’t
Many people delay estate planning because it’s intimidating, and they don’t know where to start. For others, the process can feel emotionally overwhelming. But if you have a family, own a home, run a business, or simply want control over what happens when you pass away, estate planning is essential.
Without a plan, decisions about your assets, health, and dependents can fall into the hands of the courts. That means the people you care about could face confusion, delays, or even litigation during an already difficult time.
An effective estate plan allows you to:
Our Approach
At SKY, we help ensure the legal, financial, and tax components of your estate strategy are cohesive. We work closely with estate attorneys, CPAs, and other professionals to confirm every part of your plan is aligned, from asset structure to tax exposure to long-term legacy goals. This integrated approach gives you a clear, coordinated path forward.
We’ll guide you through each step of the estate planning process:
➤ Reviewing your current estate plan, if you have one
➤ Understanding your goals and family dynamics
➤ Coordinating with estate attorneys to draft documents like wills, living trusts, and directives
➤ Collaborating with CPAs to plan for estate and gift tax, deductions, and marital considerations
➤ Advising on the structure of assets such as bank accounts, retirement plans, and business interests
➤ Reviewing beneficiary designations and assessing whether life insurance coverage supports your broader strategy
➤ Supporting seniors with planning for future care, conservatorships, and incapacity scenarios
We understand these decisions can be difficult and emotionally taxing. At SKY, we form deep, personal relationships with each client so that we can help them make informed financial decisions about everything from revocable trusts and living wills to guardianship appointments and conservator designations.
Wills, Trusts, and Beyond: Expertise in Coordinating Estate Planning
There’s no “standard” estate plan. Some families need basic wills and trusts. Others require more complex solutions involving business planning, gift tax strategies, or long-term care planning. Whatever your needs, we help ensure no detail is overlooked.
Our advisors can help integrate your financial life with your legal structure, so nothing gets lost between your attorney, accountant, and advisor.
Start Planning with Confidence
The best time to create or update an estate plan is before life forces your hand. At SKY, our Connecticut-based team helps people who need clarity and support.
Our goal is to help you customize a clear strategy, align with the right professionals, and ensure your wishes are clearly documented when the time comes. Whether you’re just beginning or revisiting your plan after a major life change, we’re here to help you protect your legacy.
Contact us today to start your comprehensive estate planning process.