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Probate Lawyers near New Hartford CT

Probate Lawyers near New Hartford CT

When you want to secure your family’s future and ensure you distribute your assets according to your wishes, probate planning becomes a crucial step. If you’re looking for reliable probate lawyers near New Hartford, CT, Weatherby & Associates stands ready to guide you through the complexities of the probate process. Our experienced team works closely […]
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Home Care Planning Bloomfield CT

Simplifying Home Care Planning Bloomfield CT Are you considering home care planning Bloomfield CT? Look no further than Weatherby & Associates, PC. Our team understands the importance of creating a comprehensive plan tailored to your unique needs. Home care planning involves anticipating future needs, ensuring a comfortable living environment, and securing financial stability. At Weatherby […]
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Estate planning windsor CT

“Navigating Estate Planning Windsor, CT with Weatherby & Associates, PC” In the serene town of Windsor, CT, thoughtful estate planning is more than a legal process; it’s a crucial step towards securing your family’s future. At Weatherby & Associates, PC, we understand the importance of crafting personalized plans tailored to your unique needs and aspirations. […]
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Can I Give My Kids $15,000 a Year?

If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift. The $15,000 figure is the amount of the current gift tax exclusion (for 2018), meaning that any person who gives away $15,000 or less to any one […]
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Promissory Notes and Medicaid

A promissory note is normally given in return for a loan and it is simply a promise to repay the amount. Classifying asset transfers as loans rather than gifts can be useful because it sometimes allows parents to “lend” assets to their children and still maintain Medicaid eligibility. Before Congress enacted the Deficit Reduction Act […]
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Finding the Best Retirement Calculators

Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help. Although these calculators can yield vastly different results, they can still be useful tools. Based on information about you and your finances, […]
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New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams

New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices. As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to empty their investment accounts. According to the Financial Industry Regulatory […]
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