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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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