estate planning blog
what happens to pets when you die

Include Your Pet In Your Estate Plan With a Pet Trust

We’ve all heard the terms “man’s best friend”, “fur babies” and “pets are family”, even I call my big furball dog my “firstborn child”. But unfortunately, according to the law, pets are still considered property. And the only way to protect your property is with an estate plan. A pet trust specifically tailored to include…

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life events that make you update yourestate plan documents

5 Everyday Events That Affect Your Estate Plan

Once you execute your estate plan documents, it is important to set up reminders to review these documents periodically. There are many life changes that can affect the decisions you’ve made regarding your estate plan and the people you’ve named in it. 1. The Law Changes When you executed your estate plan, you may have…

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power of attorney in Connecticut

Power of Attorney In Connecticut – Basic Rules

Let’s talk about the power of attorney form and what it means in Connecticut!  When it comes to legal matters, every state has its own rules and regulations and even names for the same documents. They may even have the same name but mean something else, depending on which state you are in. So it…

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what is a green burial

What Is a Green Burial? Is It More Cost Effective?

What Is a Green Burial? Cemeteries, burial grounds, and preserves can be considered green if they meet certain criteria: Caring for the dead with a minimal environmental impact  Contributing to the conservation of natural resources Reduction of carbon emissions Protection of worker health Restoration and/or preservation of the habitat Use of non-toxic and biodegradable materials,…

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gift tax exemption and Medicaid

Gift Tax Exemption and Medicaid Vlog

Myths and Misconceptions Vlog #3: I Can Gift $15,000 Per Year Without Penalty While many people are familiar with the gift tax exemption, it is often mixed up with the Medicaid five-year look-back rules. Watch the video below for the full explanation by attorney Joan Reed Wilson: Previously recorded If you are having trouble viewing…

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power of attorney vs conservatorship

Power of Attorney Vs. Conservator – A True Story!

Continuing our series about conservatorship guidelines in Connecticut, it’s important to touch base on whether you have any control over who the court appoints as your conservator and will it take into consideration your power of attorney agent. So after a brief hiatus to stay safe during the pandemic, FALSE FACTS FRIDAY is back! This…

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