As the population of older Americans continues to grow at a historic rate, issues that impact the elderly are now taking center stage in the American conscious. One of the most worrisome of those issues is the Alzheimer’s crisis. Whether you are nearing your “Golden Years” yourself, or you have a loved one who is, … [Read More]
Tips for the First-Time Trustee
Finding out that someone appointed you to be the Trustee of a trust can be an overwhelming experience – particularly if you have never before served as a Trustee. The creator of trust had enough faith in you to appoint you to the position of Trustee. To help ensure that you live up to those … [Read More]
What Type of Will Do I Need?
You probably already know that a FREE estate planning worksheet. If you have additional questions or concerns regarding the various types of Wills, or you are ready to get started creating your Last Will and Testament, [Read More]
Opioids and Elder Abuse
You undoubtedly know about the opioid crisis in the United States. You may also know that the population of older adults (age 65 and older) in the U.S. is increasing at a rate never before experienced in this country. What you may not know is that the two are related to each other. A FREE … [Read More]
What Is the Difference between Estate Planning and Legacy Planning?
Most people are familiar with the concept of estate planning; however, “legacy planning” may be a concept that is new to you. Legacy planning allows you to do more than just pass down your material wealth. It allows you to pass down the intangible characteristics that make you who you are. To help you better … [Read More]
How Do I Apply for Medicaid in Connecticut?
Are you a senior who suddenly finds the need to apply for Medicaid? If so, you are not alone. The high cost of long-term care often causes seniors who have never before needed to rely on Medicaid to turn to the program for help. If you find yourself in just such a position, the Glastonbury … [Read More]
Clarity is Key to Planning
Clarity is essential in an estate plan. This article examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity can avoid problems later. [Read More]
Consequences of Modifying an Irrevocable Trust
Irrevocable trusts often can be modified. They can be modified under the Uniform Trust Code or a state law decanting. While these modifications may be determinative of the state law consequences, they may not determine federal tax consequences. Read on to learn more. [Read More]
Why Crowdfunding May Cost You Medicaid Eligibility
Each year, crowdfunding websites raise money for causes. Did you know such a website could impact your eligibility to receive Medicaid? Read on to learn how crowdfunding can impact Medicaid eligibility. [Read More]
Many Reasons to Plan
Each of us will die eventually. This article looks at how planning can make our passing easier for our loved ones. Specifically, this article looks at how planning can maintain privacy for your loved ones. [Read More]
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