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]
What Type of Power of Attorney Do I Need?
A Power of Attorney (POA) is one of the most common tools used in estate planning as well as in other areas of the law. As such, there is a very good chance that you will have a need for a POA at some point during your life. Deciding which type of POA you need … [Read More]
What Are the Advantages and Disadvantages of a Living Trust?
Like many people, you may have considered including a living trust in your overall estate plan. In fact, a living trust is one of the most common of all estate planning tools, due in large part to the numerous goals that can be furthered using a living trust. Although you should always consult with an … [Read More]
( By appointment only )