Blog

What to Consider When Firearms Are Part of Your Probate Estate

What to Consider When Firearms Are Part of Your Probate Estate If you are a gun owner in Connecticut, you have probably been thinking about how the state’s new gun laws will impact you.  As you take steps to ensure you are complying with the new l… Read More
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Categories: Blog, Probate

Pre-Paid Funeral and Burial Contracts for Medicaid Recipients

Pre-Paid Funeral and Burial Contracts for Medicaid Recipients You may have heard that you will have to “spend down” virtually all of your income and assets to qualify for Medicaid.  However, there are some exempt assets that Medicaid applicants… Read More
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Categories: Blog, Estate Planning

Where Do I Live for Income Tax and Estate Tax Purposes? Domicile vs. Residence

Where Do I Live for Income Tax and Estate Tax Purposes? Domicile vs. Residence Many Connecticut residents live elsewhere for a significant part of the year.  For example, you may stay in Cape Cod for the summer, or you may go down to Florida for the… Read More
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Categories: Blog, Estate Planning

Medicare Coverage: Observation vs. Inpatient Status

Medicare Coverage: Observation vs. Inpatient Status On September 23, a federal district court in Connecticut dismissed the case of Bagnall v. Sebelius.  A group of Medicare beneficiaries, the Plaintiffs, filed this lawsuit to protest the use of … Read More
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Categories: Blog

Estate Planning for Parents of Children with Special Needs: Special Needs Trusts

Estate Planning for Parents of Children with Special Needs: Special Needs Trusts  Estate planning is important for all families.  It is especially important for those responsible for the care of someone with special needs.  The cost of caring for… Read More
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Categories: Blog, Estate Planning

Help Your Loved Ones by Keeping a Record of Online Accounts and Passwords

Help Your Loved Ones by Keeping a Record of Online Accounts and Passwords These days, we increasingly manage our financial and social lives online.  Many of us pay our monthly utilities and credit card bills online as well as receive paperless bank… Read More
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Categories: Blog, Estate Planning

Understanding Trusts: Common Types of Trusts and How They Work

Understanding Trusts: Common Types of Trusts and How They Work Trusts are a common planning tool that can be used to allow one person to hold property for the benefit of another.  There are different types of trusts with different benefits and drawb… Read More
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Categories: Blog, Estate Planning

The Alzheimer's Association Walk to End Alzheimer's

The Alzheimer’s Association Walk to End Alzheimer’s® On September 22, 2013, a team from Weatherby & Associates, PC participated in the Alzheimer’s Association Walk to End Alzheimer’s®.  While we have worked with many clients and famili… Read More
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Categories: Blog

Long-Term Care Insurance Industry Reports Struggles

Long-Term Care Insurance Industry Reports Struggles Despite the potential benefits of long-term care insurance for many people, the long-term care insurance industry is facing significant challenges.  Insurers have had to pay out higher than expecte… Read More
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Categories: Blog, Estate Planning

Challenging a Connecticut Will

It’s always difficult to lose a loved one, particularly a parent, spouse, or child. But the difficulty of the loss can be magnified if one believes that the lost family member left behind a will that should not be honored for some reason. The decis… Read More
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Categories: Blog, Probate

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