Estate Tax Return

Does a Surviving Spouse Have To File An Estate Tax Return?

Will You Owe Taxes On Your Spouse’s Estate? Currently, the estate tax exemption in Connecticut is $9.1 million per person. So although an Estate Tax Return must be filed for every decedent, tax is due from very few estates. And even if the decedent’s assets exceeded $9,100,000, there is an unlimited marital deduction, so if…

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family squabbles

Ten Timely Tips To Avoid Family Squabbles

In our estate planning, probate, and elder law practice here at Reed Wilson Case we often see family squabbles that erupt because of unmet expectations. Many of these expectations involve emotionally valuable personal property. And many of them erupt after the passing of a loved one. In many instances, had the family discussed these expectations prior…

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Protect Your Money From Nursing Homes

Do You Need To Protect Your Money From Nursing Homes?

FALSE FACT Vol. 1, Issue 1:   If you don’t protect your money, the State will take it.  This is probably the most common “inaccurate” statement that I hear in my elder law practice. We do help clients protect their assets, but not because the State will take them if you don’t protect them. Welcome to…

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Medicare Advantage plans

Medicare Advantage Plans: The Good, The Bad, and The Ugly

Medicare Advantage Plans Update Earlier this month, the Centers for Medicare & Medicaid Services (CMS) announced that beginning in 2019, Medicare Advantage plans will cover supplemental non-skilled home benefits that include daily maintenance. This is the first time that CMA has allowed a service that covers daily maintenance to be eligible as a supplemental benefit.…

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Veterans Benefits

Proposed Changes to Veterans Benefits Could Affect Elderly

The Veteran’s Aid and Attendance (A&A) Pension provides Veterans benefits for qualified veterans and their surviving spouses who require the regular attendance of another person to assist in eating, bathing, dressing, and undressing or taking care of the needs of personal hygiene (known as Activities of Daily Living). This could include home care or care…

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