Wills, Trusts, and Succession Plans: How Osprey Legal Helps Families and Businesses in CT

Over the past couple of years, I’ve been helping our wealth management clients with their estate planning - things like wills, trusts, healthcare directives, and succession plans for business owners. What I quickly realized is how powerful it is when estate planning and financial planning are integrated.

Too often, families have their legal documents in one place and their financial strategy in another, and the two don’t always line up. At Osprey Legal, we bridge that gap. By combining estate planning with financial planning, we make the process seamless and convenient, ensuring that your legal documents and your financial goals actually work together.

That’s why I’m now opening the doors of Osprey Legal to the broader community. My mission is simple: to make planning less intimidating, more coordinated, and to give families and business owners across Connecticut peace of mind that their wishes will be honored, their loved ones protected, and their businesses prepared for the future.

This work isn’t just about documents or investments - it’s about people, families, and the legacies we all leave behind.

I’ll be sharing resources, tips, and updates here, and I hope they’ll be helpful. If you’ve been putting off your estate plan, or if you want to see how your legal and financial strategies can work together more effectively, I’d love to be a resource for you.