Posts by category

Category: Advance Directives
- Why Should I Create an Advance Directive?
- Include HIPAA Authorization With Advance Directives
- Incapacity Planning in Connecticut: What Is a Living Will?
- Choosing a Medical Decision Maker
- Survey Finds Most Without Living Will
- Estate Planning: What You Need & Why You Need It
- Three Basic Estate Planning Terms
Category: Asset Protection
- Planning Considerations for Small Business Owners
- Asset Protection: Secure Your Family’s Future
- Protect Your Assets With a Family Limited Partnership
- Asset Protection and Business Succession Planning
- The 2020 Lifetime Exemption
- Are Your Assets at Risk?
- 5 Key Asset Protection Strategies
- How Does an Asset Protection Trust Work?
- How Can You Choose the Right Asset Protection Strategies?
- A Look at Two Asset Protection Structures
- What Is An Alaska Trust?
- Complimentary Report: What Is Connecticut Grantor Retained Annuity?
- Does a Revocable Living Trust Provide Connecticut Asset Protection?
- What Is a Family Limited Partnership in Connecticut?
- How Do You Protect Assets?
Category: Business succession
- How Do You Plan Your Estate When You Have a Business Partner?
Category: Domestic Trust Connecticut
- How to Incorporate a Domestic Asset Protection Trust into Your Estate Plan
Category: Domestic Trust in Connecticut
- Complimentary Report: What Is a Qualified Domestic Trust in Connecticut
Category: Elder Law
- Medicaid for Seniors: 2023 Facts and Figures
- Elder Law Answers: Can I Keep My Spouse’s Income?
- Alzheimer’s Impact From an Elder Law Perspective
- Aging in Place With the Home and Community-Based Services Waiver
- Can a Homeowner Qualify for Medicaid to Pay for Nursing Home Care?
- Is In-Home Care for Elders Covered by Medicare?
- Five Key Facts About Long-Term Care for Seniors
- Five Key Facts About Elder Care Planning
- Medicaid Spousal Allowances Increased for 2023
- Elder Law News: Medicare Part B Premiums Going Down in 2023
- What Is the Medicaid Look Back Provision?
- How Do I Avoid Medicaid Estate Recovery in Connecticut?
- Are You Prepared for Life as an Octogenarian?
- Senior Veterans May Qualify for Special Pension
- Medicaid Planning: Can a Healthy Spouse Keep the Beneficiary’s Income?
- Life Care Planning, Aging in Place, and the Medicaid Waiver
- Should Senior Citizens Have Long-Term Care Insurance?
- Five Long-Term Care Concerns That Have Emerged in 2022
- This Mistake Can Devastate Your Legacy
- Nursing Home Costs Can Consume Your Legacy
- Aid and Attendance Veterans Pension Can Defray Long-Term Care Costs
- Medicaid Estate Recovery and the Child Caregiver Exemption
- Genworth Survey: Hartford Long-Term Care Costs Increased in 2021
- Updated Veterans Pension Rates for 2022
- Address Potential Nursing Home Costs in 2022
- Advocacy Groups to Congress: Abolish the Medicaid Estate Recovery Mandate
- Important 2022 Medicare Facts and Figures
- Key Facts About Medicaid Planning for Married Couples
- Elder Financial Abuse Is All Too Common
- Brace Yourself for Alzheimer’s When You Plan Your Estate
- Medicaid Waiver Can Be Part of Your Life Care Plan
- These Long-Term Care Facts Will Get Your Attention
- VA Aid and Attendance Pension Can Give Seniors a Boost
- Does Medicare Cover Long-Term Care?
- Will Medicaid Count My Life Insurance?
- Medicaid Answers: Can a Spouse Keep a Beneficiary’s Income?
- What Is the Connecticut Medicaid Asset Limit in 2021?
- Medicaid Planning 101
- This Veterans Benefit Can Defray Long-Term Care Expenses
- Elder Care: Evolved Thinking Can Preserve Your Legacy
- Medicare Eligibility Age Reduction Is Possible
- CHCPE Can Provide In-Home Care Solution
- How Common is Alzheimer’s Disease?
- Can You Qualify for Medicaid as a Homeowner?
- Should You Carry Long-Term Care Insurance?
- Connecticut Assisted Living Costs Went Up in 2020
- Medicaid Spouse Allowances Will Rise in 2021
- Does Medicaid Count Assets in a Living Trust?
- Medicaid Waiver Can Provide In-Home Care Solution
- Can Medicaid Take Your Home?
- Medicaid Protections for the Healthy Spouse
- Brace Yourself for Long-Term Care Costs
- Consider the Potential Impact of Alzheimer’s Disease
- Veteran Special Pension Is Often Overlooked
- Consider a Medicaid Trust
- Connecticut Medicaid Planning Facts and Figures
- A Conversation With an Elder Law Attorney
- Preventing Falls – What You Need to Know
- My Sister and I Disagree about Medical Treatment for My Mother. What Are Our Options for Settling the Dispute?
- What Everyone Needs to Know about Alzheimer’s Disease
- Opioids and Elder Abuse
- Signs of Nursing Home Abuse
- Connecticut Elder Abuse Registry Passes Committee
- Questions to Ask an Elder Care Attorney
- Connecticut Ranked in Bottom Half of States for Elder Abuse Protection
- Connecticut Paying Families to Care for Elderly Relatives
- How Can Seniors Pay for In-Home Nursing Care
- Steps to Take After a Terminal Illness Diagnosis
- Is Aging in Place an Option for You?
- Crossfit Program in Norwalk Helps Keep Seniors Active
- How Elderly Housing Policies Fail Connecticut Seniors
- Connecticut Care Facilities Receive National Quality Awards
- Four Connecticut Nursing Homes Fined for Lapses in Care
- Understanding Nursing Home Admissions Paperwork
- Why Young People Need Help from a Hartford Elder Law Attorney
- What are the Risks of Improper Elder Care in Connecticut?
- Visiting Nursing Services of Connecticut Makes 10 Millionth Visit
- Alzheimer’s Disease & Connecticut Medicaid Eligibility
- A Question and Answer Session With an Elder Law Attorney
- What Is a Nursing Home Asset Protection Trust?
- Support the Connecticut Chapter of the Alzheimer’s Association
- Medicaid and Medicare: What’s the Difference?
- Hartford Golden Ager Newsletter Will Keep You Up To Date
- Hartford Nursing Homes: Understanding Costs
- Nursing Homes Are Not the Only Solution
- A Medicaid Trust Can Preserve Inheritances
- Medicaid Planning and Asset Protection Trusts
- Medicaid and Long-Term Care: An Overview
- Demystifying Nursing Homes
- Medicaid and Nursing Home Care: A Primer
- Elder Law Attorneys Are In Demand
- What Is Nursing Home Asset Protection?
- Hartford Nursing Home Costs Are Rising
- What Is Nursing Home Asset Protection?
- Veterans A & A Special Pension Can Defray Long-Term Care Costs
- Why Should I Consult With an Elder Law Attorney?
- True Link Financial: Elder Financial Abuse Losses Reach $36.5 Billion Annually
- Do Most Elders Require Nursing Home Care?
- How Expensive Is Long-Term Care?
- Medicaid Planning: How Is My Spouse Impacted?
- Does the State Take My Assets If I Go on Medicaid?
- What Is the Medicaid Community Spouse Resource Allowance?
- Elder Law FAQs: How Expensive Is Long-Term Care?
- Are There Exceptions to the Five-Year Medicaid Look-Back?
- Will Medicare Pay for Long-Term Care?
- What Is Long-Term Care Insurance?
- Can a Trust Provide Medicaid Asset Protection?
- Will Medicare Pay for All of My Health Care Expenses?
- Is There a National Organization of Elder Law Attorneys?
- Can Medicaid Take My Home?
- What Is a Medicaid Waiver?
- Complimentary Report: What Questions Should I Ask an Elder Law Attorney in Connecticut
- Evaluate Living Needs of Aging Parents
- Living Well? Don’t Be Overconfident
- Homeowners & Medicaid Eligibility
- Study Sheds Light On In-Home Caregivers
- Medicaid Planning FAQs: Should I Give My Child My Home?
- Connecticut Elder Law Resources
- Veterans Special Pension Look-Back Period Proposed
- Medicaid Can Fill Gap
- Senior Financial Abuse: Don’t Be A Victim
- Complimentary Report: Medicaid Planning in Connecticut: What Can the Healthy Spouse Keep?
- How Expensive Will Long-Term Care Become in the Future?
- Court Rules Against Senior in Insurance Case
- What Is the Veterans Aid and Attendance Special Pension?
- Surveys: More Elder Couples Living Together Without Marrying
- What Is the Medicaid Maximum Asset Limit?
- How Does Medicaid Apply to Married Couples?
- Do Elder Law Attorneys Practice in Other Legal Areas?
- What Is the Five Year Medicaid Look Back?
- What Questions Should I Ask an Elder Law Attorney in Hartford CT?
- When Should You Buy Long-Term Care Insurance?
- Nursing Home Alternatives Exist
- Medicaid Planning & Early Signs of Dementia
- What Is an Elder Law Attorney in Hartford CT?
- Will Robots Fill Elder Care Needs in Future?
- When Is It Too Late to Do Medicaid Planning?
- Is There A Penalty For Working While Receiving Social Security?
- Elder Law Alert: Internet Based Scams & Theft
- Medicaid: Healthy Spouse Can Keep More In 2012
- Defraying Long-Term Care Costs
- Social Security Information
- Long-Term Care Assistance: Do You Qualify?
- Financial Abuse Is A Pressing Elder Law Issue
- Why Do You Need An Estate Planning Attorney?
- Taking Steps To Remain At Home
- Selecting Attorneys-In-Fact
- Elder Safety Net: SSI
- MetLife Releases Elder Financial Abuse Study
- A Look At Elder Law Issues
- Spending Down For Medicaid Purposes
- Do You Have Advance Directives In Place?
- Medicaid & The Rising Costs Of Long-Term Care
- How Will You Pay For Long Term Care?
- Elder Financial Abuse Is Growing Cause For Concern
- Long Term Care Assistance For Veterans
- Identifying The Right Long Term Care Facility
- What Is A Durable Power Of Attorney?
- Climbing The Mountain Of Age
- Consider Long Term Care Insurance
- Guardianship & Conservatorship
- Advance Health Care Directives & HIPAA
- A Will For Every Purpose
- What Is An Ethical Will?
- Understanding Elder Law
- Generation-Skipping Trusts
Category: Estate Planning
- These Tips Can Jumpstart Your Estate Plan
- Generation Y Members Need Estate Plans
- Your Estate Plan Should Be Updated Along the Way
- Are Living Trust Distributions Taxable?
- Estate Planning Guide: Important Factors to Consider
- Four Reasons to Steer Clear of DIY Wills
- These Celebrity Estate Planning Mistakes Can Be Instructive
- What Are the Medicaid Rules for Healthy Spouse Income?
- Estate Planning: Keep It Simple
- Estate Planning Missteps Can and Should Be Avoided
- Can I Leave an Inheritance With Strings Attached?
- Federal Estate and Gift Tax Exclusion Increases for 2023
- Is Estate Planning Only for the Rich?
- Are These Items Missing From Your Estate Plan?
- Advance Property Liquidation Can Streamline the Estate Administration Process
- What Can a Trust Do That a Will Can’t
- Why It’s Important to Plan Your Estate Now
- Does Your Estate Plan Reflect Your Current Wishes?
- Congress Is Making Secure Act 2.0 Push Prior to New Year
- Estate Planning and Vacation Homes
- What Documents Are in a Complete Estate Plan?
- What Can Good Estate Planning Do for You? (Part 1)
- How Are Capital Gains Taxed in 2022?
- Who Are the Heirs of a Deceased Person?
- Will Your Legacy Plan Include Charitable Giving?
- A Trust Can Facilitate Responsible Pet Ownership
- Jim Morrison of the Doors Made Huge Estate Planning Errors
- Vacation Homes Can Trigger Ancillary Probate
- How Can an Estate Planning Lawyer Help?
- Clock Is Ticking on Record High Estate and Gift Tax Exclusion
- When Will You Put an Estate Plan in Place?
- Life Insurance Can Be Part of a Creative Estate Plan
- Why Would I Use an Irrevocable Trust?
- Is a Living Will Similar to a Living Trust?
- Is Remarriage Raising Estate Plan Questions?
- Federal Estate Tax Exclusion Increased in 2022
- Answers to These Questions Will Shape Your Estate Plan
- Why Would You Need a Life Estate?
- Five Key Facts About Trust Administration
- Is an Inheritance Subject to Capital Gains Taxes?
- Why Is an Estate Plan Necessary?
- Why Do Some People Avoid Probate?
- Family Feud Was Fueled By DIY Planning Error
- Don’t Overlook These Estate Plan Details
- Can You Change Your Mind and Dissolve a Trust?
- Follow These Steps to Create Your Estate Plan
- Pet Trusts Are Not Strictly for the Rich and Famous
- Small Business Asset Protection Includes Tax Benefits
- A Discussion With an Estate Planning Lawyer
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- What Are the Responsibilities of a Fiduciary?
- Own a Vacation Property? You Need a Living Trust
- Can You Use a Transfer on Death Account to Avoid Probate?
- Estate Plan Revisions May Be Necessary
- These Simple Actions Will Jumpstart the Estate Planning Process
- Is a Handwritten Will Valid?
- Jim Morrison Estate Planning Mistake Remembered on Anniversary
- Per Capita vs. Per Stirpes Bequests: What’s the Difference?
- Five Overlooked Benefits Living Trusts Provide
- Estate Planning for Generation Y
- Engage an Attorney During the Living Trust Administration Phase
- Has Your Property Appreciated? Estate Taxes May Be a Factor
- Three Key Estate Planning Tips
- Why Would a Trust Be Preferable to a Will?
- Follow These Steps to Get Through Probate
- Five Unusual Trusts Demystified
- The Tax Man Cometh: Adjust Your Estate Plan Now
- What Happens to Assets Outside of My Living Trust?
- Securing a Strong Retirement Act Clears First Hurdle
- Three Tips to Jump-Start Your Estate Planning Efforts
- Four Tips to Help You Prevent Estate Challenges
- Do Your Children Really Want Your Stuff?
- QDOT: Estate Tax Efficiency for Noncitizen Spouses
- An Overview of Life Estates
- Can a Trust Protect Assets From Future Creditors?
- A Shared Living Trust May Be the Right Choice
- Answer These Questions to Develop Your Estate Plan
- Have You Considered Your Final Arrangements?
- A Beginner’s Guide to Living Trust Administration
- 2021 Estate Planning Survey Yields Mixed Results
- You Need These Five Estate Planning Documents
- Be Discerning When You Choose an Executor or Trustee
- Can a No-Contest Clause Really Prevent an Estate Contest?
- Don’t Buy Into These Estate Planning Myths
- Five Reasons You Need a Lawyer to Plan Your Estate
- What Happens If You Pass Without a Will?
- Is the Federal Gift Tax Exclusion Higher in 2021?
- The Simple Will: What You Need to Know
- Connecticut Estate Tax Exclusion Has Been Increased for 2021
- Joint Tenancy: A Simple Solution That Can Go Awry
- A Trust Can Be Used to Satisfy These Three Objectives (Part 2)
- A Trust Can Be Used to Satisfy These Three Objectives
- Four Things You Should Know About Probate
- Can I Get My Estate Plan Online?
- Deceased Former Zappos CEO Tony Hsieh Had No Estate Plan
- Three Commonly Overlooked Estate Plan Details
- A Conversation With an Estate Planning Lawyer
- 2021 Estate Tax Exclusions Have Been Set
- Do You Need a Will If You Have a Living Trust?
- Pandemic Shows Importance of Advance Planning
- Why Would You Use a Trust Instead of a Will?
- Avoid These Three Estate Planning Mistakes
- An Overview of 529 Plans
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Fair Isn’t Always Equal and Vice Versa
- Do IRA Beneficiaries Pay Taxes on Distributions?
- How Can I Reduce Estate Tax Exposure?
- Staying Current is Especially Important in the Pandemic – Part 2
- Staying Current is Especially Important in the Pandemic
- Planning Is Important
- Puerto Ricans are Unique, as Is Estate Planning for Them
- Chadwick Boseman Demonstrates the Importance of Planning
- Generational Wealth is Key to Leveling the Playing Field
- Estate Planning: Where Do You Begin?
- Step-Up in Basis May Be Eliminated
- Fend Off These Threats to Your Legacy
- Living Trusts Provide Multiple Benefits
- Use the Exclusion or Lose It
- Will Your Estate Plan Still Work If You Move?
- Planning for Incapacity
- Building Flexibility into Your Plan
- What Is a QTIP Trust?
- The Basics: Powers of Attorney for Healthcare
- The Basics: “HIPAA” Powers
- The Basics: Financial Power of Attorney
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- Removing Life Insurance from the Taxable Estate
- Can I Fund My Own Special Needs Trust?
- Address Possible Estate Challenges
- Five Key Facts About Probate
- An Irrevocable Trust Can Satisfy These Three Objectives
- Buy-Sell Agreements for Small Business Succession
- Don’t Let the State Plan Your Estate
- Estate Planning Simplified
- Inheritance Tax vs. Estate Tax: Is There a Difference?
- Consider an Incentive Trust
- IRAs and Estate Planning
- Leaving Assets Can Be Tricky – Part 3
- Leaving Assets Can Be Tricky – Part 2
- Leaving Assets Can Be Tricky – Part 1
- Assignment and Nominee
- Can a Married Couple Use a Shared Living Trust?
- Estate Plan Revisions May Be Necessary
- Can You Access Assets in a Trust?
- Why Do You Need an Estate Planning Lawyer?
- How Do You Protect a Spendthrift Heir?
- What Does a Trustee Do?
- Low-Interest Loans: An Estate Planning Technique
- Avoiding Family Chaos in the Coronavirus Age
- Irrevocable Medicaid Trusts
- Uncompensated Transfers
- A Pet Trust Can Provide a Solution
- Streamline the Estate Administration Process
- Estate Planning: Bryant Tragedy Serves as a Stark Reminder
- Coronavirus Underscores the Importance of Planning
- SECURE Act Has Estate Planning Implications
- Can You Give Gifts to Avoid Estate Taxes?
- Can a Living Trust Be Contested?
- Shrunken Asset Values Open Estate Planning Opportunities
- Estate Planning and Remarriage
- Academy’s Spring Summit Virtually Perfect
- Families Gather in Novel Ways in Pandemic
- A QPRT Can Provide Estate Tax Efficiency
- Include a Letter of Final Instructions
- Avoid These Estate Planning Mistakes
- Why Would You Use a Living Trust?
- Will My Heirs Pay Taxes on Their Inheritances?
- Economic Fallout from Coronavirus May Provide Opportunities
- Coronavirus and Nursing Homes
- A Basic Estate Plan Blueprint
- Estate Planning Myths Vanquished
- Planning for the Sandwich Generation
- Whom Do You Want to Get Your Assets?
- Joint Tenancy Pros and Cons
- Best Places to Retire: State Taxation
- Preparing for Coronavirus
- Do You Need More than One Will?
- Choosing Your Fiduciaries
- Planning for the SECURE Act
- The SECURE Act and What It Means for You
- Estate Planning Conference Discusses SECURE Act and More
- Beneficiary Designations and Other Non-Probate Transfers
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Tax Planning for 2020
- How Will You Age in Place and Be Able to Die at Home?
- Is Cryptocurrency an Asset?
- Make Estate Planning the Focus of Your New Year’s Resolution
- Including Digital Assets May Require You to Update Your Estate Plan
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- The Questions of Estate Planning, Part 6: Why
- The Questions of Estate Planning, Part 5: How
- Getting Together with Family for the Holidays
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2
- The Questions of Estate Planning, Part I: Who
- Continuing Legal Education in San Diego
- Make Your Own Plan
- Estate Planning Terms for the Beginner
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- Planning for Education Expenses
- Planning for Special Needs Children
- Planning for the Unexpected
- How Much is Too Much?
- The Importance of Communicating Your Plans
- Your Planning Can Help Your Loved Ones
- Disinheritance
- Planning for Step-Children
- What’s Wrong with Using DIY Estate Planning Forms?
- Clarity is Key to Planning
- Consequences of Modifying an Irrevocable Trust
- Why Crowdfunding May Cost You Medicaid Eligibility
- Many Reasons to Plan
- New Tax Proposal re: Retirement Savings
- Staying Current on Estate Planning
- Kiddie Tax is Worse Than Ever
- What is a GST Trust?
- Celebrate LGBTQ Pride Month by Reviewing Your Estate Plan
- Modifying an Irrevocable Trust
- Trust Protectors Add Flexibility
- Making Trusts More Flexible
- Planning is Critical
- When and Where You Die Matters
- New Estate Tax Proposal
- ABLE Accounts
- What Are 529 Plans and What Are Their Advantages?
- What are UGMA and UTMA Accounts?
- State Income Taxation
- State Income Taxation of Nongrantor Trusts
- New Tax Proposals
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- What Is Family Business Succession Planning?
- Nongrantor Trusts Can Be Very Useful in Certain Situations
- Grantor Trusts Provide Flexibility and Ease
- Turning the Page on 2018 and Looking Forward to 2019
- Selecting an Agent
- Giving Back
- QDRO: Not Just for Divorce Anymore
- Proposed Regulations Address “Clawback” Issue
- How Are Trusts Taxed?
- Naming a Trust as Beneficiary of an IRA
- Prenuptial Agreements Can Provide Remarriage Protection
- Estate Planning is About More Than Taxes
- Aretha Franklin Died Intestate: What Does It Mean for Her Family?
- Three Key Reasons You Should Make Your Estate Plan Today
- Planning to Enjoy Thanksgiving
- Estate Planning is for You, Not Just Your Parents or Grandparents
- Special Accounts for People with Special Needs
- Planning for the Client Moving Overseas
- New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly!
- Planning for Lottery Winners, Part 2 of 2
- What’s a 529 Plan and What Are the Benefits to Using One?
- Planning for Lottery Winners, Part 1 of 2
- Planning to Avoid Too Much SALT
- Trusts for Privacy
- Estate Planning: It’s Not Just About the Estate Taxes
- Planning for Frequent Flyer Miles
- You Never Know: Planning for the Unexpected
- Incapacity Planning
- Planning for the Unexpected
- Planning for the International Client
- 6 Important Estate Planning Considerations – Part 6: Taxes
- Dead Hand Control: How Much is Too Much?
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
- Estate Planning is Too Important to Procrastinate
- 6 Important Estate Planning Considerations – Part 5: Retirement Assets
- 6 Important Estate Planning Considerations – Part 3: Your Kids
- Academy Event in Las Vegas Hit the Jackpot!
- Retirement: It’s not Just About the Money
- Academy Event in Las Vegas is No Gamble
- 6 Important Estate Planning Considerations – Part 2: Long-Term Care
- 6 Important Estate Planning Considerations – Part 1: Incapacity
- Retirement is Complicated
- Estate Planning: Simple is not Always Better
- Estate Planning: The Simplest Plan is Usually Not the Best
- Sager Family Shows Perils of Blended Families
- Planning for Retirement Plans and IRAs: Beneficiary Designation
- Planning for Retirement Plans and IRAs: Asset Protection
- New Tax Law May Affect State Income Tax, Too!
- Donor Advised Funds: IRS Issues New Ruling
- Would You Prefer a Charitable Deduction This Year?
- A Special Option for Special Kids
- New Year’s Greetings
- No Charitable Deduction in 2018?
- Basics of Estate Planning: Portability vs. Credit Shelter Trust
- Basics of Estate Planning: Portability
- Basics of Estate Planning: Powers of Appointment – Part 2
- Tax Reform and the Estate Tax
- Basics of Estate Planning: Powers of Appointment – Part 1
- Basics of Estate Planning: IRAs
- How Tax Reform Could Impact Various Families
- Basics of Estate Planning: Privacy and Estate Planning
- Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)
- Basics of Estate Planning: Estate Planning for Major Life Events
- Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
- Basics of Estate Planning: Two Common Mistakes with Trusts
- Basics of Estate Planning: Lack of Coordination
- Law in the U.S. can be Participatory
- How Can I Best Pass My Wealth Onto My Kids?
- What Does Spousal Elective Share Mean?
- Estate Planning Tips for Unmarried Couples
- How Can You Leave Money to an Irresponsible Heir?
- Five Types of Estate Planning Tools You Can Use
- How Estate Planning Attorneys Help Plan for Serious Illnesses
- Estate Planning Tips for Single Parents
- Holding Conservators Accountable for Abuses
- 4 Reasons You Don’t Want to Die Intestate
- Myths about Estate Tax Planning
- What Are the Duties of an Executor of a Will?
- What’s the Difference Between a Will and a Revocable Living Trust?
- This Irrevocable Trust Can Provide Estate Tax Efficiency
- Develop a Relationship With a Probate Law Firm
- The Nuts and Bolts of Inheritance Planning
- Study: Connecticut Ranks Second in Millionaire Density
- A Living Trust Can’t Accomplish Every Objective
- Inheritance Tax Myth Debunked
- There Is More to Estate Planning Than Planning a Will
- Five Trusts That Can Save You Money
- Four Colossal Myths About Estate Taxes
- Updated 2016 Estate Tax Exclusion Released By IRS
- Consider This Estate Tax Strategy for Appreciable Assets
- Three Trusts That Can Reduce Your Estate Tax Burden
- Inheritance Planning 101
- Why Do You Need an Estate Planning Attorney?
- What Happens If I Leave Assets Out of My Living Trust?
- Resolve to Plan Your Estate in 2016
- Finding the Right Estate Planning Attorney: Look for Professional Affiliations
- How Can You Minimize Your Estate Tax Exposure?
- As the World Turns: Is Your Estate in Taxable Territory?
- Citizenship Can Impact Asset Transfers Between Spouses
- Inheritance Planning Decisions Can Lead to Family Feuds
- A Family Limited Partnership Can Satisfy Multiple Objectives
- Trust Administration and the Role of the Trustee
- Why Is a Living Trust Better Than a Will?
- Three Estate Planning Questions Answered
- Divorce, Remarriage and Estate Planning
- What Does the Term “Funding a Trust” Mean?
- Does Medicaid Count Assets In My Living Trust?
- Living Trusts: The Pros and Cons
- Consider the Consequences of Estate Planning Failures
- Top Three Reasons to Plan Your Estate
- What Are the Most Important Estate Planning Issues?
- Inheritance Planning: Protect Your Children
- Choosing the Right Trust
- Isn’t a Trust Just a Glorified Will?
- Should I Use a Revocable or Irrevocable Trust?
- How Can I Prevent Inheritance Squandering?
- Do Assets in a Living Trust Get a Step-Up in Basis?
- How Is My Last Will Handled After I Die?
- Can I Change My Living Trust Beneficiaries?
- How Long Will My Heirs Have to Wait for Their Inheritances?
- Is There More Than One Type of Will?
- What Is a Family Wealth Trust?
- 2015 Estate Tax Exclusion Increase Announced
- Complimentary Report: What Is Included In My Estate Plan?
- Estate Tax Would Be Expanded Under Budget Proposal
- What Is Legacy Planning
- Is My Life Insurance Part of My Taxable Estate?
- Can an IRA Be Used for Estate Planning Purposes?
- Estate Planning: What Do I Need to Know?
- Is Every Estate Subject to the Estate Tax?
- Will a Living Trust Help Me Avoid Estate Taxes?
- How Can I Gain Estate Tax Efficiency?
- Why Would I Use a Trust Instead of a Will?
- Do I Need More That Just a Will?
- Is There an Estate Planning Solution for Small Business Partners?
- What Is a Self-Proving Last Will?
- How Can I Balance Inheritances as a Family Business Owner?
- What Estate Planning Documents Do I Need?
- What Is Included in My Estate Plan?
- Does Your Estate Plan Need Revisions in 2015?
- Can I Just Download Estate Planning Documents Off the Internet?
- When Does a Living Trust Terminate?
- Can a Trust Provide Estate Tax Efficiency?
- When Will My Heirs Receive Their Inheritances?
- What Is the Difference Between SSDI and SSI?
- What Is Capital Gains Tax?
- What is a Step-Up In Basis?
- Who Is Competent to Create a Will?
- What Is a Charitable Remainder Trust?
- What Is the Generation-Skipping Transfer Tax?
- Safely Store Important Information
- Download Our Report on Trust Administration
- Estate Planning for Parents With Young Children
- What Living Trusts Do & Do Not Accomplish
- Download Your Complimentary Estate Planning Report
- Connecticut Living Trust Information
- Planning for Family Members With Special Needs
- Consider Online Presences When Planning Your Estate
- Be Honest With Your Estate Planning Attorney
- Problems With Joint Accounts
- Consumer Reports Advises Against DIY Estate Planning
- Is Confidentiality Important to You?
- There Is One Will You Definitely Need
- Sound Inheritance Planning Requires Attention To Detail
- Estate Planning: Expertise Is Key
- ILIT Three Year Rule
- Pre-Nup: Cold, Or Merely Practical?
- When Does a Power of Attorney in Connecticut Terminate?
- Top Dog Breeds For Seniors
- Living Trusts: A Brief Look At The Advantages
- Three Estate Plan Update Triggers
- Be Clear When Stating Your Wishes
- Make Educational Opportunities Possible With 529 Plan
- What is a Guardianship in Connecticut?
- Asset Protection With A GST
- Marital Agreements Can Play Role In Legacy Planning
- What Is Legacy Wealth Planning in Connecticut?
- Providing College Tuition Brings Dual Rewards
- Legacy Crafting: Legal Assistance Is Invaluable
- Does My Spouse Get Everything If I Die Intestate?
- Updated Winehouse Estate Details Surface
- Take Action To Assert Health Care Choices
- Organ Donors Are Always Needed
- Complimentary Report: What is the Marital Estate Tax Deduction in Connecticut
- Will My Heirs Be Forced to Pay an Inheritance Tax?
- Preserving Land For Succeeding Generations
- Complimentary Report: Can I Give Assets to Qualify for Medicaid in Connecticut?
- Planning For Heirs With Special Needs
- What is a Supplemental Needs Trust in Connecticut?
- The Medicaid Look-Back Period in Connecticut
- Single People Need an Estate Plan
- What Can I Keep When My Spouse Qualifies for Medicaid in Connecticut?
- Resolution Reached in Shelby Estate Dispute
- Live-In Partners Must Avoid Estate Planning Procrastination
- Is There an Estate Tax in Connecticut?
- What Is an Authorization for Final Disposition?
- This Week Is National Estate Planning Awareness Week
- Can I Give Tax-Free Gifts to My Children?
- Three Common Estate Planning Misconceptions
- Unequal Inheritances: Communicate With Loved Ones
- Two Wills You May Overlook
- The Legacy of Jerry Buss
- Inheritance Assumptions May Not Be Wise
- Three Things a Revocable Living Trust Won’t Accomplish
- Preparing for an Initial Estate Planning Consultation
- Lack of Planning May Enrich State of New York
- Choosing an Executor or Trustee
- Plan for Incapacity With a Living Trust
- Google Afterlife Tool Announced
- Identify the Right Charity
- Why Should I Have a Revocable Living Trust?
- What Are the Advantages and Disadvantages of a Guardianship?
- Is Probate Always Required?
- What Is an Executor?
- Can an Estate Executor Distribute Assets Immediately?
- What’s the Difference Between a Guardianship and a Power of Attorney?
- On What Grounds Can a Will Be Challenged?
- Kinkade Case Settled
- Are You Unconcerned About Incapacity Planning?
- Actors Receive Unexpected Windfall
- Access Our Informative Estate Planning Reports
- Providing for a Troubled Heir
- Consider a 529 Plan
- A Look at Intentionally Defective Trusts
- How Is Property Distributed If There Is No Will?
- Don’t Forget IRS Form 709 to Account for Gifts
- Value of Home Can Create Estate Tax Exposure
- Annual Gift Tax Exemption for 2013
- How Fiscal Cliff Deal Impacts Estate Tax
- What is Estate Planning?
- Consider QPRT in Light of Coming Changes
- What is the Unlimited Marital Deduction?
- What Is A Dynasty Trust?
- Is Your Pet Included in Your Estate Plan?
- Discuss Probate With Executor
- Simplified Probate Possible for Smaller Estates
- Probate & Trust Administration
- DNA Testing Ordered in Hemsley Case
- Estate of Robin Gibb Could Spend Years in Probate
- Pet Planning: Have Your Questions Answered
- Probate Avoidance Is Often an Estate Planning Goal
- Wondering About Probate? Get the Facts
- Estate Planning for Pet Owners
- Providing for Your Grandchildren
- IRS Sets Adjusted Exclusion Amount
- President Proposes Estate Tax Increase
- Inheritance Tax Vs. Estate Tax
- What Is Your Net Worth?
- The Estate of Ed Koch
- Powerball Winner & Estate Taxes
- How Large of an Estate Can Pass Federal Estate Tax Free?
- Estate Planning Seminars
- Does Your Estate Plan Need an Update in 2014?
- What If I Create a Joint Tenancy With My Child?
- Medicaid, SSI, and Special Needs Trusts
- Probate in Hartford Connecticut: Does It Cost Anything?
- Do I Have to Pay Taxes When Someone Leaves Me Money?
- Should I Have a Durable Power of Attorney for Health Care?
- What Is the Annual Gift Tax Exclusion in Hartford Connecticut?
- What Is a Guardianship or Conservatorship?
- What Is a Supplemental Needs Trust?
- Who Can Act as an Agent Under a Power of Attorney?
- How Long Does the Probate Process Take?
- What Steps Can I Take to Preserve My Legacy?
- When Do I Need a Special Needs Trust?
- Should I Use My Unified Exclusion in Hartford Connecticut While I’m Living?
- What Will Happen to My Property If I Die Without a Will or Trust?
- Connecticut Estate Planning: What Is the Marital Deduction?
- Intestate Succession Laws in Hartford: What Happens if I’m Single When I Die?
- Use Of Trusts Can Reduce Estate Tax Liability
- Hartford Connecticut Incapacity Planning: What Is the Nomination of a Guardian?
- Trust Administration in Hartford CT: Can Someone Contest a Trust?
- What Are the Alternatives for Managing Property When a Person Becomes Incapacitated?
- What Are the Differences Between Legacy Wealth Planning and Traditional Estate Planning?
- Ruling Handed Down in DOMA Case
- Connecticut Simplified Probate
- Are You Exposed to Transfer Taxes?
- Three Things to Know About Living Trusts
- Is Philanthropy Part of Your Estate Plan?
- Ray Manzarek’s Legacy
- Marital Estate Tax Deduction Limited to United States Citizens
- Reality TV Series to Focus on Estate Disputes
- Lack of Estate Tax Exposure Doesn’t Eliminate Need for a Plan
- Special Needs Trust in Westport CT: How Much Does It Cost?
- Does Your Trust Still Make Sense?
- Refusing an Inheritance
- Attend One of Our December Estate Planning Seminars
- Unified Credit Increased for 2014
- GRAT Can Be Good Gamble
- The Problems With Joint Ownership
- How Can I Leave My Estate to My Spouse Tax-Free?
- Estate Planning Where to Start [Infographic]
- The World’s Well Heeled Pets
- Uncertainty Fuels Procrastination
- Charitable Giving: Research Is Key
- Steer Clear Of Estate Planning Misconceptions
- Have You Considered Possible Incapacity?
- POD Accounts: The Pros & Cons
- Young Parents Have Added Responsibilities
- Ray Charles Estate Turbulence
- Trustee Has Fiduciary Responsibility
- See The Big Picture With Legacy Planning
- Fostering A Resonant Family Dynamic
- Selecting A Hartford Probate Lawyer
- Take Life Insurance Seriously
- Final Arrangements: Are You Prepared?
- Have Your Will Prepared By A Professional
- Estate Planning For Gay Couples
- Have You Considered Your Funeral Details?
- Alarming Percentage Of Americans Have No Estate Plan
- Leaving Behind Your Final Thoughts
- Sharing Your Wishes With Your Heirs
- Making Estate Plans With Minor Children In Mind
- Estate Plans Of The Rich And Famous
- Executor & Attorneys-In-Fact: Choose Wisely
- Estate Planning: Unmarried Couples Must Take Action
- Estate Planning: The Smaller Details
- MLK Estate Pursuing Legal Action
- Spoiling Heirs May Be A Concern
- Considering The Immediate Aftermath
- Recognize Your Responsibilities And Take Action
- Revisiting Your Estate Plan
- Tread Lightly With POD Accounts
- Family Dynamic Is Important Consideration
- Death Tax Lurks Quietly
- Be Wary Of Complimentary Estate Planning Advice
- Divorced Parents May Have Dual Objectives
- Is Estate Planning Only Relevant To Seniors?
- Tax Free Gift Of Education
- Estate Planning & Blended Families
- Medicaid: What Can Community Spouse Retain?
- Removing Your Home’s Value From Your Estate
- Reducing Estate Tax Liability
- Ethical Will Can Punctuate Estate Plan
- Are You Prepared For Your Twilight Years?
- Estate Planning: Probate Lawyer Is Key
- Estate Tax Relief May Be Brief
- Grandchildren & Inheritance Planning
- A Look At The Special Needs Trust
- Two Valuable Ways To Use Life Insurance
- Estate Tax Exposure: Wild Fluctuations Possible
- Estate Planning & Your Social Network Accounts
- Why Retain An Estate Planning Lawyer?
- Brit Cowell Embraces Cryonic Solution
- Estate Planning Musts
- Proactive Estate Planning
- Why You Need An Estate Planning Lawyer
- Basic Estate Plan A Necessity For All
- Who Is Exposed To Estate Tax?
- Charitable Giving, Taxes, & CRUTs
- Estate Planning 101
- The Plan That Is Right For You
- Estate Planning & Educational Gifts
- Remember Your Pets When Planning For The Future
- Estate Planning: One Size Does Not Fit All
- Tax-Free Gift Possible With A Zeroed Out GRAT
- Inheritance Planning For Your Blended Family
- Singer Houston Leaves Robust Estate
- Do You Have Specific Legacy Goals?
- Is Money Management Ability A Concern?
- Swedish Author Failed To Make Estate Plans
- Inheritance Planning For Small Business Partners
- Have A Lasting Impact Through Legacy Planning
- Is Life Insurance A Part Of Your Estate Plan?
- Designer Left Dogs A Bundle
- Amy Winehouse Had Current Estate Plan
- Core Estate Planning
- QPRTs & The Estate Tax
- The Estate Of James Brown
- Estate Planning: Be Aware Of Shifting Landscape
- Estate Planning: Asset Erosion Can Be Harsh
- The “Three A’s” Of Estate Planning
- The Internet & Your Estate Plan
- The Value Of A Revocable Living Trust
- Pet Planning Is Not To Be Forgotten
- Estate Planning For Same Sex Couples
- Estate Planning & Spendthrifts
- Estate Planning: Do You Have Goals?
- Is Your Pet Provided For In Your Estate Plan?
- Small Business Succession Planning
- Simple Asset Transfer With POD Accounts
- Probate Avoidance: Save Time & Money
- Estate Planning Is Relevant to You
- Getting Started On Your Estate Plan
- Estate Tax & Grantor Retained Annuity Trusts
- Consider Writing Your Memoirs
- Inheritance Planning & Asset Protection
- The Whys Of Probate Avoidance
- Trusts, Pour-Over Wills, & Your Estate
- Springing Powers Of Attorney
- A QPRT Can Keep The House In The Family
- A Look At Special Needs Planning
- The Living Will Explained
- Reducing Estate Tax Exposure
- Five Estate Tax Repeal Bills Introduced
- 35% Estate Tax: This Is Relief?
- GST Tax, Gift Tax Impacted By Tax Act
- Legacy Trusts Can Prevent Asset Erosion
- Estate Planning And Sunset Of Tax Act
- A Look At Charitable Remainder Trusts
- Alzheimer’s & Incapacity Planning
- Estate Planning With Purpose
- Exclusion Portability Has Arrived In 2011
- How To Choose An Estate Planning Attorney
- New Year Calls For Estate Plan Review
- Tax Bill Passes; Estate Tax Reduced
- Minor Children & Estate Planning
- What Is A Reverse Mortgage?
- Probate And Your Executor
- Educational Gifts
- Simple Estate Planning Tools
- Estate Planning, Priorities, and Procrastination
- Tax-Free Gifts
- Should Estate Tax Be Permanently Repealed?
- Your Pets & Your Estate
- Giving More With Incentive Trusts
- Veterans A & A Can Give You A Boost
- Small Business Succession Planning
- Creative Gift Giving
- Blended Families & Estate Planning
- Estate Planning & Five Wishes
- Post Nuptial Agreements & Estate Planning
- Medical Gift Giving
- Avoiding Probate With Revocable Living Trusts
- Planning Your Estate As A Small Business Owner
- Estate Planning For Young People
- Welcome to the Blog of Nirenstein, Horowitz & Associates, P.C.
- Pay On Death Accounts
- What Are Advanced Directives?
- Estate Planning & Funeral Wishes
- DIY Wills
- A Living Trust Can Be A Viable Option
- Estate Tax Looms In 2011
- Review Your Estate Plan
- Estate Planning Basics: How to Avoid Probate on Real Estate or Other Types of Property
- What is a Living Trust?
- Do You Need A Will?
- What Makes A Good Estate Plan?
Category: Estate Planning
- What Are UGMA and UTMA Accounts?
- How to Cope With the Death of a Loved One
- 2023 Caring.com Survey Reveals Widespread Estate Planning Unpreparedness
- These Advantages Add to the Appeal of Living Trusts
- Secrets and Intrigue: A Look at Five Unusual Trusts
- Three Estate Plan Components You May Have Missed
- Do You Maintain Control of Assets in a Trust?
- How Do You Leave an Inheritance to Minor Children?
- Your Estate Plan Should Be Tailored to Suit Your Needs
- Top 5 Reasons for Estate Planning Unpreparedness
- Impact of Pandemic Is Eye Opening From an Estate Planning Perspective
- Make Estate Planning a New Year’s Resolution
- Shape Your Estate Plan to Suit Your Needs
- What Are Advance Directives?
- What Is a Totten Trust?
- Do Trusts Pay Taxes on Capital Gains?
- What Can Good Estate Planning Do for You? (Part 2)
- What Does the Executor of a Will Do?
- Guardianship and Conservatorship: Frequently Asked Questions
- What Are the Benefits of a Living Trust in CT?
- Overlapping Estate Planning Terms Can Be Confusing
- Are There Any Connecticut Probate Shortcuts?
- Did the Pandemic Spur Incapacity Planning Awareness?
- What Is a Stepped-Up Basis?
- How Does a 529 College Savings Plan Work?
- Adapt Your Estate Plan to Accommodate Individual Beneficiaries
- IRA Estate Planning: What Should a Beneficiary Expect?
- Five Ways You Can Unintentionally Unravel Your Estate Plan
- Out of State Estate Taxes Can Impact Your Estate
- What Is Estate Planning?
- An Overview of the Probate Process
- 2022 Caring.com Estate Planning Survey Yields Interesting Results
- Don’t Forget to Update Your Estate Plan
- Living Trust Administration Basics
- Postmortem Asset Transfers: Explore Your Options
- Will Medicare Cover Hospice Care?
- What Does a Living Trust Trustee Do?
- How Do You Keep Your Estate Planning Decisions Confidential?
- Estate Planning: Do You Need More Than a Will?
- What Are the Responsibilities of the Probate Court?
- Avoid These Estate Planning Missteps
- Is Charitable Giving Part of Your Estate Plan?
- What Happens If a Will Beneficiary Dies?
- Estate of Musician Prince Has Finally Been Settled
- College Savings Accounts Demystified
- These Trusts Can Provide Estate Tax Efficiency
- Will My Estate Go Through Probate?
- Four Defined Steps You Can Take to Shape Your Estate Plan
- What Is the 2022 Connecticut Estate Tax Exclusion?
- When Is a Trust Better Than a Will?
- Estate Planning: Separate Fact From Fiction
- What Are the Special Needs Trust Spending Guidelines?
- Blended Family Estate Planning: Food for Thought
- An Overview of Living Trust Administration
- What Is a HIPAA Release?
- Is There a Connecticut Estate Tax?
- Consider This Succession Strategy for Business Partners
- Shrunken Asset Values Open Estate Planning Opportunities
- Use Trust Protectors for Added Protection and Flexibility
- Income Tax Basis
- How Will You Obtain the Care You Need?
- Income Tax Basis in Estate Planning
- 5 Estate Planning Documents to Update Following a Divorce
- Estate Planning Advice for LGBTQ Couples
- Tax Tips after New Year
- SALT Deduction Limit…Can You Get Around It?
- The Little Things May be the Most Important
- Domestic Asset Protection Trusts
Category: Estate Tax
- Connecticut Estate Tax Exclusion Will Rise Next Year
- Can You Give Advance Inheritances to Get Around Estate Taxes?
- Is There a Connecticut Inheritance Tax?
- How Tax Reform Could Change Estate Tax Rules
- How Connecticut Estate Taxes Could Affect Your Family Business
- Is the Estate Tax Applied on Transfers to My Spouse?
- Estate Taxes: Five Things You Need to Know
- Is There An Estate Tax in Connecticut
- Complimentary Report: What Are the Gift Tax Exclusions in Connecticut?
- What is Connecticut Qualified Domestic Trust
Category: General
- National Suicide Prevention Awareness Month Reminds Us that Seniors May Be at Risk
- Can Veteran Benefits Help with the Costs of Aging?
- Estate Administration: Is the Probate Court Always Involved?
- Do I Need a Lawyer to Create a Last Will?
- Am I Responsible for My Parent’s Nursing Home Bills?
- Have You Appointed Decision Makers?
- Protecting an Heir With Personal Problems
- Advance Directives A Must For Same Sex Couples
Category: Gift Tax
- What is a Gift Tax?
- What is the Gift Tax Limit?
- Complimentary Report: What Are The Gift Tax Exclusions in Connecticut
Category: Gift Tax Exclusions in Connecticut
- Complimentary Report: What Are The Gift Tax Exclusions in Connecticut
Category: Incapacity Planning
- Pandemic Underscores the Need for Advance Directives
- Prepare for the Eventualities of Aging
- Proper Planning Can Prevent a Conservatorship
- What Is a HIPAA Protection?
- Young Adults Need Advance Directives
- Incapacity Planning: Choose Representatives in Advance
- Are Your Advance Directives in Place?
- How Does a Living Trust Work to Protect Against Incapacity?
- What Can You Do If You Don’t Want To Be Kept Alive on a Machine?
- 5 Benefits of Incapacity Planning
- How a Hartford Trust Attorney Helps You Plan for Incapacity
- Alzheimer’s Disease, Guardianship, and Incapacity Planning
- Why Is a Durable Power of Attorney Different?
- Are Your Durable Powers of Attorney in Place?
- Are Your Advance Directives in Place?
- How Can I Prevent a Guardianship?
- What Is End of Life Planning?
- Who Handles My Affairs If I Become Incapacitated?
- Why Do I Need a Power of Attorney?
- What Are Advance Directives for Health Care?
- Is Incapacity Planning Really Important?
- When Does a Power of Attorney Become Effective?
- Durable Financial Power of Attorney in Hartford CT: What Are Its Advantages?
- What Is a Power of Attorney in Hartford Connecticut?
- Intelligent Incapacity Planning To Avoid Guardianships
- Incapacity Planning: Be Proactive
- Durable Powers Of Attorney Explained
- Adult Guardianship and Conservatorship
- Incapacity Planning Is Not To Be Ignored
- Incapacity Planning & Your Loved Ones
- The Living Will and Your Quality of Life
Category: income tax
Category: Inheritance
- When Will My Heirs Receive Their Inheritances in Connecticut
Category: Inheritance Tax
- Differences Between Inheritance Tax and Estate Tax
- Connecticut Inheritance Taxes vs. Federal Estate Taxes
- Complimentary Report: Will My Heirs Be Forced To Pay an Inheritance Tax in Connecticut
Category: Insurance
- Which Type of Life Insurance Is Right for Me?
- Life Insurance Is Often Used To Meet Estate Planning Objectives
- Health Insurance Tips for Retirement
Category: IRAs
- Are There Different Types of IRAs
Category: Legacy Planning
- Charitable Gifting – How to Include It in Your Estate Plan
- What Is the Difference between Estate Planning and Legacy Planning?
- Legacy Planning: Options for Charitable Gifts
- Discuss Legacy Planning With Your Estate Planning Attorney
- Legacy Planning: It’s Not All About the Money
- Complimentary Report: What is Connecticut Legacy Planning?
Category: Legal Education
Category: Living Trust in Connecticut
- 3 Reasons to Use a Living Trust to Distribute Your Estate
- What Are the Advantages and Disadvantages of a Living Trust?
- Where Can You Find Out About Living Trust Benefits?
- Three Objectives a Living Trust Won’t Accomplish in Connecticut
Category: Long-Term Care
- Long-Term Care Planning Steps
- Is Long-Term Care Insurance Worth the Cost?
- Top 10 Tips for Finding the Best Nursing Home
- When Would a Senior Need Long-Term Care?
- Can I Get Long-Term Care at Home?
- Is Long-Term Care Insurance an Effective Way to Pay for Nursing Home Care?
- New Options in Home Care for Connecticut Seniors
- Financial Assistance for Aging Wartime Veterans
- What Are the Disadvantages of a Medicaid Trust?
- Does Medicaid Cover In-Home Care?
- Assisted Living Costs: HECM Is An Option
Category: Medicaid
- What Is the Medicaid Community Spouse Resource Allowance?
- How Do I Apply for Medicaid in Connecticut?
- Will I Lose my Life Savings if I Have to go To a Nursing Home?
- How Many Seniors Rely on Medicaid?
- Could Medicaid Face Federal Budget Cuts?
- What are Options for Long-Term Care?
- What Does Long-Term Care Actually Cost?
- Hartford Medicaid Attorneys Can Help Protect Assets from Medicaid Estate Recovery
- How to Make Sure a Disabled Loved One Can Get Medicaid Services
- Why Parents of a Disabled Child Need to Talk with a Medicaid Lawyer
- Who pays for Nursing Home Costs for Seniors?
- Income Rules and Medicaid Eligibility Requirements
- Preparing to Meet with a Connecticut Medicaid Lawyer
- How Does a Medicaid Trust Work?
- Am I Eligible for Medicaid?
- How do Medicaid Insurance Plans Work?
- What is the Medicaid Five Year Lookback Rule?
- Projected Costs of Nursing Care in Connecticut
- How Old Do You Need to be To Get Help from a Hartford Medicaid Attorney?
- Complimentary Report: What Is the Medicaid Maintenance Needs Allowance in Connecticut
- Is Connecticut Medicaid Only for the Poor
Category: Medicaid Asset in Connecticut
- Be Careful When Transferring Assets In Case You Need to Qualify for Medicaid in the Future
- What Assets Can I Have and Still Qualify for Medicaid in Connecticut?
- Do Your Assets Affect Connecticut Medicaid Eligibility?
- Complimentary Report: Is There a Medicaid Asset in Connecticut
Category: Medicaid in Connecticut
- Top 5 Medicaid Myths
- How Do I Apply for Medicaid in Connecticut as a Senior?
- Will My Father Qualify for Medicaid?
- Can Medicaid Take Your IRA?
- Can I Lose My Medicaid Eligibility Once I Am Approved?
- Health Bill Could Present Challenges to Connecticut Nursing Home Care
- Do I Have to Impoverish Myself to Qualify For Connecticut Medicaid
Category: Parents w/Young Children
- Five Important Considerations for Choosing Your Child’s Guardian
Category: Pet Trust
- Pet Trust: Ensuring Your Furry Friend’s Future
- How Does a Pet Trust Work?
- Top Pet Planning Mistakes People Make
Category: Power of Attorney
- What Type of Power of Attorney Do I Need?
- What Happens if it is Too Late for a Power of Attorney?
- How to Create a Durable Power of Attorney
- Complimentary Report: What is a Power of Attorney in Connecticut?
Category: Probate
- What Can You Do to Avoid Probate?
- How Long Does It Take to Probate an Estate in Connecticut?
- Do I Have to Accept the Job of Executor?
- Do You Need to Go Through Probate If There Is a Will?
- What Happens When an Estate Lacks Sufficient Liquid Assets to Pay Claims?
- Celebrity Estate Planning Lessons: Aretha Franklin
- Probate Steps for the Executor
- Problems that Can Arise During Probate
- Five Ways Probate Attorneys Help Executors
- Who Takes Care of Estate Assets During Probate?
- What Does it Mean to Probate a Will?
- Top 4 Benefits to Avoiding Probate
- Pros and Cons of Contesting a Will
- List of Executor Duties
- List of Probate Assets
- Is Probate Required After Any Death?
- What if You Don’t Want to be the Executor of a Will?
- Myths about the Connecticut Probate Process
- Preparing to Meet with a Connecticut Probate Lawyer
- Connecticut Probate: Is There Any Way Around It?
- Hartford Courant Looks at Connecticut Probate Court Fees
- Is Avoiding Probate Really Necessary?
- Is Probate a Lengthy Process?
- Are All Asset Transfers Subject to the Probate Process?
- Complimentary Report: Is Probate Always Required in Connecticut Protection?
- What Is the Cost of Probate?
- Are All Asset Transfers Subject to the Probate Process?
- Is Connecticut Probate Always Required
- Can Probate in Connecticut Be Avoided?
- What Is the Uniform Probate Code?
- What Are the Drawbacks of Probate?
- Probate in Connecticut: Can It Be Avoided?
- What are the Drawbacks of Probate?
- Complimentary Report: What are the Drawbacks of Probate?
- Introduction to Probate in Connecticut [Infographic]
- Are Revocable Living Trusts Only for the Wealthy?
- How Long Does the Probate Process Take?
- What Is Probate in Connecticut?
- Probate Avoidance in Hartford: Can Probate Be Avoided?
- Why Keep Your Heirs Waiting?
- Preparing For Probate
- Probate Attorney Acts As Executor’s Guide
Category: Retirement Planning
- Retirement Planning Should Extend to Legacy Preservation
- Omnibus Appropriations Bill Includes Secure Act 2.0 Provisions
- Elder Law Insight: High Social Security COLA Anticipated for 2023
- Securing a Strong Retirement Act Has Been Approved By House
- IRS Has Lowered Retirement Account RMD Requirement
- Consider the Tax Climate When You Pick a Retirement Spot
- Report: Expect Nice Social Security COLA in 2022
- Biden Administration Eyes Social Security Reform
- SECURE Act 2.0 Could Trigger Big Retirement Plan Changes
- Medicare Costs Updated for 2021
- Can I Work and Collect Social Security?
- SSA: Beneficiaries Will Get COLA in 2021
- How Much Do Seniors Need to Save for Healthcare Costs During Retirement?
- Social Security: When, How Much & Why
- How Early Can I Start to Collect a Social Security Benefit?
- Do I Have to Withdraw Money From My IRA?
- Can I Work When I’m On Social Security?
- When Will I Become Eligible for Social Security?
- How Do Individual Retirement Accounts Work?
- When Can I Apply for Social Security?
- Where Is My Social Security Statement?
- Where Should You Retire?
- Long Term Planning Aided By Military Benefits
- Understand Limitations of Social Security
- Three Things to Know About Social Security
- Taxes Should Be Retirement Consideration
- Online Tool For Those With Social Security Questions
- Retirement Liquidity Challenges
- Health Care & Your Retirement Plan
- Preventative Actions Can Have Positive Financial Ramifications
- Public Doesn’t Want To See Social Security Cuts
- A Mistake You Can’t Overcome
- Consider Your Exit
- Too Many Rely On Social Security Alone
- Preparing for the Next Phase in Life
Category: Revocable Living Trust
- Can I Be the Trustee of My Own Revocable Trust?
- Downsides to a Revocable Trust
- 4 Reasons to Create a Revocable Living Trust
- Complimentary Report: Why Would I Want a Revocable Living Trust in Connecticut?
- Why Would I Want a Revocable Living Trusts in Connecticut
- Complimentary Report: Do I Lose Control of Assets in a Revocable Living Trust?
Category: Special Needs Planning
- Is There a Person With Special Needs on Your Inheritance List?
- How Can You Include a Person With a Disability in Your Estate Plan?
- Special Needs Planning Questions Answered
- Act Wisely to Provide for a Loved One With a Disability
- Does Medicaid Seize Remaining Assets in a Special Needs Trust?
- SSI vs. SSDI: Are There Any Differences?
- What Is a Supplemental Needs Trust?
- What Is a Third Party Special Needs Trust?
- What Can Be Purchased with a Special Needs Trust?
- 3 Steps Parents of a Special Needs Child Should Take
- Can an Inheritance Disrupt Medicaid Eligibility?
- SSI, SSDI, and Special Needs Planning
- Preserve Benefit Eligibility With Special Needs Planning
- Is There a Source of Income for People With Special Needs?
- What Are the Different Types of Special Needs Trusts?
- What Is a Third Party Special Needs Trust?
- What Is a First Party Special Needs Trust?
- Complimentary Report: What is a Special Needs Trust in Connecticut?
Category: Supplemental Needs Trust
- Personalized Estate Planning for People With Disabilities
- Complimentary Report: What Is a Supplemental Needs Trust in Connecticut
Category: Taxes
Category: Uncategorized
- An Overview of Situational Inheritance Planning
- SSA Releases 2023 Social Security Cost-of-Living Adjustment
- DIY Wills and the Many Problems That Ensue
- Blended Families and Estate Planning: 4 Things You Should Know
- Life Insurance Can Bolster Your Estate Plan
- Do I Report Living Trust Income When I File?
- Choosing Your Fiduciaries
- Are You Getting All the Benefits You Deserve as a Veteran?
- Why Do You Need an Irrevocable Trust?
- How Can I Protect My Assets From Nursing Home Care?
- What Can Medicaid Attorneys Do To Help You Cover Healthcare Costs as a Senior?
- Why Parents Need Help from Westport Estate Planning Lawyers
- Glastonbury Estate Planning Attorneys Explain Common Types of Estate Planning Tools
- You Should Talk With Hartford Trust Lawyers in These Situations
- New Budget Fails to Restore Medicaid Cuts in Connecticut
- Is Probate Necessary in Connecticut?
- 3 Times You Should Definitely Talk to Hartford Estate Planning Attorneys
- Talking to Your Parents About Moving to a Nursing Home
- Can Medicaid Take Your Home After Death?
- How Glastonbury Trust Attorneys Help You Take Care of Your Special Needs Child
- What are Living Trusts Used For?
- What to Look for When Choosing a Quality Nursing Home
- The Elderly Are Being Left Behind in Connecticut
- Hartford Elder Law Lawyers Help You Get Ready to Retire
- Why Parents Need Help from Westport Estate Planning Lawyers
- Hartford Estate Planning Attorneys Provide Insight into Helping Your Family Cope with the Grief of Your Passing
- Medicaid Planning Lawyers Offer Tips for Caregivers
- Five Things Special Needs Planning Attorneys Wish Parents Knew
- Here’s Why Your Heirs Would Prefer to Inherit Through a Living Trust
- Bullying Can Occur in Senior Centers
- What Can Happen if You Don’t Do Inheritance Planning?
- Hospitals Offer Help to Patients Struggling With Medical Care
- 5 Things Medicaid Lawyers Want You To Know
- Westport Estate Planning Lawyers Explain Key Reasons to Make Advanced Directives
- Top Reasons Your Heirs Would Prefer Trust Administration to Probate
- Top Mistakes People Make When Creating a Trust
- Questions to Ask When Choosing a Trustee
- Protecting the Elderly from Financial Abuse
- How to Choose a Nursing Home That Provides High Quality Care
- Understanding Guardianship Proceedings in Probate Court
- When a Will Isn’t Enough For Your Estate Plan
- What Can You Expect After a Loved One Passes Away?
- State Updating Its Plan to Help People with Alzheimer’s
- Connecticut Senior Center Breaks Ground
- Top Reasons for Avoiding Probate
- Common Mistakes in Medicaid Planning
- How to Provide for a Disabled Relative Without Putting Medical Benefits at Risk
- When is Leaving an Equal Inheritance Inequitable?
- What Services Do Glastonbury Estate Planning Attorneys Provide?
- Who Should Manage An Inheritance For Your Special Needs Child?
- Five Reasons to Talk with a Hartford Inheritance Planning Lawyer
- Insurance You Need to Protect Your Assets
- Why It’s Important for Your Family to Know Where Your Assets Are
- What if Money is Left to a Minor?
- Fewer Connecticut Residents In Poor Health
- Estate Planning Advice for Grandparents
- A Living Trust is Key if You’re the Family Breadwinner
- What Special Legal Issues Do You Face with a Large Estate?
- Can You Give Away Your Wealth to Get Medicaid?
- What is a Springing Power of Attorney?
- Does a No Contest Clause Ensure a Will Won’t be Contested in Probate?
- Medicare Cards are Being Remade to Protect Seniors
- How to make a Plan to Protect Your Pets
- Five Reasons to Create a Living Trust Today
- What Does Skilled Nursing Care Mean and Why Does it Matter?
- The Retirement Age Population is Growing
- How Can I Avoid Unwanted Medical Care?
- What is Custodial Care and Why Does it Matter?
- What to Know About Being a Trust Beneficiary
- In What Situations is a Special Needs Attorney Needed?
- 5 Situations Where You Can Contest a Will
- How Often Should I Talk to my Estate Planning Attorney?
- Can Young People Create a Trust?
- Can I Give My Assets to My Kids to Qualify for Medicaid?
- What are the Consequences of Estate Planning Mistakes?
- What if I Make the Wrong Kind of Trust?
- Wills and Estate Plans: Clearing Up a Misconception
Category: Wills and Trusts
- When to Update Your Living Will
- I Am a Trust Beneficiary. Do I Have Rights?
- Can a Home Be Purchased with a Special Needs Trust?
- Is a Grantor Retained Income Trust Right for Your Estate Plan?
- Steps You Can Take to Help Prevent a Will Contest
- How Do I Prove Lack of Testamentary Capacity in a Will Contest?
- Can a Trust Be Contested?
- What Is the Purpose of a QTIP Trust?
- Tips for the First-Time Trustee
- What Type of Will Do I Need?
- What Is an Incentive Trust?
- How to Use a Living Trust to Stagger an Inheritance
- What Type of Trusts Protect Assets?
- Last Will vs. Living Trust
- Do You Need to Talk with Estate Planning Attorneys to Update a Will?
- Should I Create a Will?
- 5 Reasons Wills Aren’t A Sufficient Estate Plan
- 4 Mistakes A Connecticut Trust Lawyer Helps Avoid
- Signs That Creating a Trust is Right for You
- What is a Testamentary Trust?
- How to Get Started Setting up a Trust
- What Is An Irrevocable Trust?
- A Revocable Living Trust Is Something To Consider
- What is a Qualified Personal Residence Trust in Connecticut?
- Complimentary Report: What is a Qualified Personal Residence Trust in Connecticut?
- There Are Many Tools In The Estate Planning Toolkit
- Zero Out A GRAT
- CRUT For Philanthropy, Tax Efficiency
- Pour-Over Will Should Accompany RLT
- What Happens If You Die Without A Will?
- How To Choose An Executor
- How to Fund your Living Trust

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