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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

Stuck in the Middle: Planning Challenges for the Sandwich Generation

Stuck in the Middle: Planning Challenges for the Sandwich Generation If you have parents and children alive at the same time, you are part of the Sandwich Generation.  This term describes the phenomenon of being “sandwiched” between elderly pare… Read More
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Categories: Blog, Estate Planning

Post-DOMA Planning: IRS To Recognize Same-Sex Marriages For All Federal Tax Purposes

Post-DOMA Planning: IRS To Recognize Same-Sex Marriages For All Federal Tax Purposes  Since the Supreme Court struck down Section 3 of the federal Defense of Marriage Act in June, federal agencies have begun updating regulations to conform to the d… Read More
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Categories: Blog

NEW LAW IN CONNECTICUT: Transfers (Gifts) Can Lead to Being Sued by Nursing Homes

NEW LAW IN CONNECTICUT Transfers (Gifts) Can Lead to Being Sued by Nursing Homes The Connecticut legislature recently passed a new law concerning Medicaid eligibility which allows nursing homes an additional basis to sue to recover lost revenue becau… Read More
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Categories: Blog

Can Community Spouses 'Just Say No'? Connecticut Doctrine of Spousal Refusal Narrowed by U.S. District Court

Can Community Spouses ‘Just Say No:’? Connecticut Doctrine of Spousal Refusal Narrowed by U.S. District Court Often, a Medicaid applicant needing nursing home care will have a spouse who is able to continue living at home in the community… Read More
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Categories: Blog

Do I Need a Will Registry?

What is a Will Registry? What’s worse than dying without an estate plan? Having one, but your survivors are unable to locate it, or don’t even know to look for it. In such a case, your estate would be distributed under intestacy laws, the sta… Read More
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Categories: Blog

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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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