Arranging for the transfer of your assets in writing is one thing, but it is not the only thing to consider. Human beings are going to have to make sure that your wishes are carried out, and you may need trusted family members or friends to make decisions in your behalf should you become incapacitated. … [Read More]
Protecting an Heir With Personal Problems
Planning For Heirs With Special Needs
Estate planning for the fictional cookie-cutter family with three healthy children and two parents who were high school sweethearts who remained married throughout their lives is one thing. However, families are uniquely constructed these days and different situations will call for different courses of action. With this in mind we would like to broach the … [Read More]
Does a Revocable Living Trust Provide Connecticut Asset Protection?
Include HIPAA Authorization With Advance Directives
When you think about the topic of estate planning the matter of arranging for future asset transfers after your passing may immediately come to mind. Unquestionably this is at the core of estate planning, but to be totally prepared for the eventualities of aging there are some other very important things to take into consideration. … [Read More]
Complimentary Report: Do I Lose Control of Assets in a Revocable Living Trust?
The individual who creates a revocable living trust is referred to as the grantor of the trust. There is a trustee who administers the trust, and there is a beneficiary who can receive monetary distributions from the trust. Topics covered in this report include: Revocable Means Revocable Further Benefits Irrevocable trusts Click here to read … [Read More]
Complimentary Report: Medicaid Planning in Connecticut: What Can the Healthy Spouse Keep?
Many people are not interested in Medicaid because they will be qualified for Medicare when they reach the age of 65. However, when you start to look at the facts, you find that Medicaid may be relevant to you at some point in time, even if you will qualify for Medicare. Topics covered in this … [Read More]
How Expensive Will Long-Term Care Become in the Future?
What is a Supplemental Needs Trust in Connecticut?
What is a Supplemental Needs Trust in Connecticut? from [Read More]
Court Rules Against Senior in Insurance Case
insurance company was not required to cover the long-term care costs. [Read More]

( By appointment only )