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Why You Should Regularly Review Your Trust

One of the benefits of a Revocable Living Trust is that it can be updated when necessary. You may want to update your trust to comply with new laws or to reflect changes in your wishes or your life circumstances. In order to take advantage of this… Read More
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Categories: Blog

Identifying and Avoiding Caregiver Burnout

Identifying and Avoiding Caregiver Burnout Many of our clients are caring for or being cared for by a loved one.  More than 65 million Americans care for family members who need assistance due to chronic conditions, disabilities, disease, or the fra… Read More
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Categories: Blog

The End of the Medicare "Improvement Standard"

The End of the Medicare “Improvement Standard” For decades, home-health care agencies and nursing homes have terminated Medicare coverage if patients did not show improvement.  This policy was referred to as the Medicare “Improvement Standard.… Read More
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Categories: Blog

Planning for Pets: Why a Will Won't Ensure Your Furry and Feathered Loved Ones are Taken Care Of

Planning for Pets: Why a Will Won’t Ensure Your Furry and Feathered Loved Ones Are Taken Care Of  According to a recent survey by the American Pet Products Association, 68% of U.S. households include at least one pet.  Those of us with pets often… Read More
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Ancillary Probate: What It Is and How to Avoid It

Ancillary Probate: What It Is and How to Avoid It  Probate is the process by which a court grants a person authority to deal with property owned by a deceased individual (“decedent”).  If this person was named in the decedent’s will, he or sh… Read More
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Categories: Probate

Recent Case Raises Concerns about Certain Transfers of Assets by a Medicaid Applicant to a Community Spouse

Recent Case Raises Concerns about Certain Transfers of Assets by a Medicaid Applicant to a Community Spouse: Many Medicaid applicants who need care in a nursing home have spouses who are able to continue living at home (“Community Spouses”).  T… Read More
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Categories: Blog, Estate Planning

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

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