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Family Meetings During the Holidays

‘Tis the season for listening to holiday music, shopping special sales, sharing a nice meal, and spending time with the family. The holiday season is a perfect opportunity to gather to enjoy gifts and create new memories. It also allows family the… Read More
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The Hardship Exception to the Medicaid Penalty Period: Rare But Possible

If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty period would cause the applicant an “undue hardship.” Thi… Read More
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Categories: Elder Law

The Face of an Epidemic

Winter brings holidays, chilly weather, and basketball season. In Connecticut, collegiate women’s basketball is a source of pride and joy for thousands of residents. Countless fans across the nation are familiar with the name Pat Summitt. She is kn… Read More
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Should an Annuity Be Part of Your Retirement Planning?

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. There are two kinds of annuities: variable and immediate. Variable annuities have gotten a bad reputation in recent years… Read More
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Categories: Elder Law

THE NEW FOCUS OF ESTATE PLANNING RIGHT NOW IS INCOME TAXES

Over the last two decades, changes in the estate tax laws have caused a great shift in the focus of estate planning.  At one time, the primary issue was avoiding a 55% estate tax rate on a relatively modest level of assets.  For example, in 1995 th… Read More
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How Your IRA Can Benefit Both Your Heirs and Charity

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children. With rules about inher… Read More
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Categories: Elder Law

THE ABLE ACT WILL HELP TO INCREASE THE QUALITY OF LIFE FOR DISABLED INDIVIDUALS

In December 2014, the federal government enacted a new law called “The Achieving a Better Life Experience Act” (“ABLE”).  The general premise of ABLE is to permit certain disabled individuals to set up a special bank account that would be di… Read More
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Categories: General Interest

NEW LAWS AND TECHNOLOGY CAN HELP PREVENT FINANCIAL EXPLOITATION OF SENIORS

Life Care Planning Lawyers – CT While there is currently no national tracking of instances of financial exploitation of elders, a recent study conducted by the National Institute of Justice found that about 60 percent of the study’s adults ov… Read More
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What is Lewy Body Dementia?

has been extensive media coverage on the life and death of legendary actor, Robin Williams. One recent revelation made about one year following his sudden death was that Williams had been living with Lewy Body dementia (LBD). What does that really me… Read More
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Understanding Adult Protective Services

There are some misconceptions around the role of Adult Protective Services (APS) in the lives of vulnerable adults. Discussions of involvement of APS can elicit feelings of fear or anger due to the assumption that involuntary changes will then occur.… Read More
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Testimonials

Had we known how painless he would make the process, we would never have procrastinated. My husband and I engaged Hank Weatherby’s services last year to help us plan for our children and grandchildren. As this is my second marriage and the thir… Read More
– Rona Palmer-Sampayo

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