Many of our small business owner clients enjoy having their children or other family members work with them in the business, and their “exit plan” relies heavily on transferring responsibility for running the business to those family members. F…
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Quite often when counseling clients we must stress the importance of documenting things in writing. One of the planning contexts where that is crucial is in the area of Medicaid eligibility. Specifically, while it usually fairly straightforward t…
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For those who travel often, airline frequent flyer programs can be quite valuable. Accumulated miles from time spent in the air can be prudently utilized by consumers for deeply discounted or free flights. That can be quite beneficial. But have…
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Because of the difference in the legal obligations and duties between being a conservator and a health An important aspect of the estate planning work we do for clients is to take steps to manage potential health-related issues. We do that in part…
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‘Tis the season for listening to holiday music, shopping special sales, sharing a nice meal, and spending time with the family. The holiday season is a perfect opportunity to gather to enjoy gifts and create new memories. It also allows family the…
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Categories: Adult Children, Advocacy, Aging in Place, Aging Parents, Caregiving, Dementia, Elder Care, Elderly Independence, Elderly Safety, Estate Planning, Family Caregiver, General Interest, Health, Life Care Planning, Nursing Home
In December 2014, the federal government enacted a new law called “The Achieving a Better Life Experience Act” (“ABLE”). The general premise of ABLE is to permit certain disabled individuals to set up a special bank account that would be di…
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Life Care Planning Lawyers – CT
While there is currently no national tracking of instances of financial exploitation of elders, a recent study conducted by the National Institute of Justice found that about 60 percent of the study’s adults ov…
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Prior to the start of the State of Connecticut’s current fiscal year that began on July 1, the State’s General Assembly made some important changes to how the state’s Probate Courts are funded. The new budget reduces state funding for the Pro…
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Categories: Changes to Legal Documents, Estate Planning, Estate Settlement, Family Caregiver, General Interest, Health, Power of Attorney, Probate, Valid Estate Planning documents, Validity of a Will, Will Contest
Immediate annuities are among the tools elder law attorneys use to help married nursing home residents qualify for Medicaid coverage while protecting the standard of living of the healthy spouse and to help preserve assets for the families of unmarri…
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Insurance agents and financial institutions often advertise annuities as the perfect way to generate retirement income. While annuities can be a valuable retirement tool, if you are buying an annuity as part of a Medicaid planning strategy, you need…
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