Benefits of a CCRC Luncheon
Covenant Living of Cromwell 101 West Street, CromwellDid you know that a continuing care retirement community (CCRC) is the most comprehensive senior living option available today? With an engaging lifestyle, access to high quality healthcare, tax benefits ...
Planning for the future is one of the greatest gifts you can leave your loved ones. A thoughtful estate plan ensures your wishes are honored, protects your family, and can even make settling your affairs easier for those you care about most.
Not sure where to start? Here’s a helpful guide to walk you through the basics: ... See MoreSee Less
Learn About Wills and Bequests
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or fina...Comment on Facebook
Wondering what senior living might cost? Our quick assessment tool makes it easy to explore your options.
In just a few minutes, you’ll receive personalized recommendations to help you or your loved one take the next step with confidence.
Take the guesswork out of planning — start here: bit.ly/49cNqFS ... See MoreSee Less
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August is National Make-A-Will Month – a timely reminder to make creating your Will a priority this year.
According to a 2025 bit.ly/3gGgPhw survey, 76% of U.S. adults don’t have a Will. If you’re one of them, now’s the time to get started. If you already have one, take a moment to review and update it so it reflects your current wishes and family situation.
Having a plan can:
✅ Protect your loved ones
✅ Preserve your legacy
✅ Support the causes you care about
Without a plan, your estate could face delays, unexpected costs, and results that don’t match your wishes.
The Financial Advisors at Covenant Trust will work alongside your legal counsel to help create a comprehensive estate strategy tailored to your goals. Let’s talk about how we can support your legacy planning. Covenant Trust ... See MoreSee Less
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