» General Interest

WHY YOU SHOULD NEVER DO BUSINESS “ON A HANDSHAKE”

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… Read More
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Care Agreement to be in Writing

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… Read More
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WHERE DO YOUR FREQUENT FLYER MILES GO WHEN YOU DIE?

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… Read More
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Categories: General Interest

Protecting Mom or Protecting Yourself – How Do You Make Decisions as a Conservator for Another Person?

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… Read More
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Categories: General Interest

Family Meetings During the Holidays

‘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… Read More
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THE ABLE ACT WILL HELP TO INCREASE THE QUALITY OF LIFE FOR DISABLED INDIVIDUALS

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… Read More
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Categories: General Interest

NEW LAWS AND TECHNOLOGY CAN HELP PREVENT FINANCIAL EXPLOITATION OF SENIORS

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… Read More
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Changes to Connecticut Probate Fees

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… Read More
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Court Approves Use of Short-Term Annuities for Medicaid Planning

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… Read More
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Categories: General Interest

Using Annuities for Long-Term Care Planning

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… Read More
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Categories: General Interest

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