» Long-Term Care Planning

Independence and Safety – A Delicate Balance (Part 2 of 2)

A 79 year old woman named Kay was afflicted with some arthritis in her knees, but was generally in good health and enjoyed her daily walks and traveling. On a recent trip overseas last year, she missed a step and lost her footing. She could no longer… Read More
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How much money can you keep and be eligible for Medicaid benefits?

When applying for Medicaid benefits to help pay for long-term care, the applicant must list the value of all of their assets that are “countable” under the eligibility rules of the program, as administered in this state by the Connecticut Departm… Read More
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What is a Care Contract and why should you have one?

As individuals get older, they often need more and more help with their personal and financial needs.  It becomes harder to do a whole host of things ranging from paying bills and balancing a checkbook to keeping track of medications, transportatio… Read More
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I Don’t Have Children – Who Will Care for Me?

Over the years, many women decided that they didn’t want children. Their decision was made not necessarily because they were selfish; many were career-oriented and received fulfillment through their work. But as these women age they wonder who will… Read More
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Observations on the U.S. Trust Annual Wealth Survey

U.S. Trust conducts an annual survey of high net worth individuals to prepare a comprehensive report it calls the “Insights on Wealth and Worth” (“Survey”).  While there are many fascinating observations and conclusions that may be drawn fro… Read More
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