Successor Trustee Meeting May 2014
On May 31, 2014 we held our annual Successor Trustee Meeting. More than 80 of our clients and their family members attended! We were delighted to see such a crowd, and even more delighted to spend some time c…
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Preserving Wealth Over Generations
Several common sayings refer to the phenomenon of losing inherited wealth. One is “shirtsleeves to shirtsleeves in three generations.” Another is “the first generation makes it, the second spends it, and t…
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The Consequences of Life Estates
A life estate is a form of ownership in which property owners transfer ownership in their property, most commonly their home, while retaining the right to use and occupy it for the remainder of their lives. This typ…
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Signing Nursing Home Admission Agreements As A Responsible Party
When a person is admitted to a nursing home, it is often a family member who manages the details of the move. If you are managing a loved one’s transition into a nursing home, y…
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Over five million Americans are living with Alzheimer’s disease and this number continues to grow. Alzheimer’s disease is the sixth leading cause of death in the United States. It is difficult to overstate the devastating impact Alzheimer’s…
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The majority of American families own a pet. If you are part of this majority, it is important to think about making arrangements for your pets in case you are no longer able to care for them yourself. According to a recent survey, over 63% of pe…
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Weatherby & Associates, P.C. is pleased to announce that attorney Rebecca M. Vicente has been elevated to partner in the firm and will continue to work in the firm’s Bloomfield, Connecticut office.
Rebecca’s elevation to partner reflects he…
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In order to prepare your estate plan, you need to know that your assets can be put into two categories: probate and non-probate assets. Once you understand the difference between these two types of assets, you will be able to make informed decision…
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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…
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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…
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