Entries by Xo - Dunn Marketing

Fair Housing Month and the Connecticut Home Buyer: Why Having an Attorney at the Closing Table Matters

April is National Fair Housing Month, a time to reflect on the protections that exist to help every person have a fair shot at finding and purchasing a home. It also happens to coincide with one of the busiest buying seasons of the year. If you are entering the Connecticut real estate market this spring, whether as a first-time buyer or someone relocating from another state, there is something important you should know: Connecticut is an attorney-closing state. 

Connecticut Families Should Know About Estate Planning and Taxes

Tax season can raise important questions about estate planning, especially here in Connecticut where a state estate tax still applies. We’re sharing what Connecticut families need to know about estate taxes, gifting, trusts, and why right now is the right time to review.

Business Succession Planning: Why Q1 Is Your Wake-Up Call

Tax season is in full swing, Q1 reviews are underway, and for many business owners, March arrives with a familiar mix of momentum and mounting to-do lists. But amid the quarterly noise, there’s one question worth pausing on: What happens to your business if something happens to you? 

Strategic Charitable Giving In Your Estate Plan: Creating a Legacy That Matters

For many Connecticut families, wealth represents more than financial security. It’s an opportunity to make a meaningful difference. Strategic charitable giving in your estate plan doesn’t just support causes you care about. It can also provide substantial tax advantages, reduce your taxable estate, and create a lasting legacy that inspires future generations.