As an estate planning Firm, one of the most common questions we hear is: “Do I really need a will?” It’s a fair question—and the answer isn’t one-size-fits-all. But in most cases, the answer is yes. A will isn’t just for the wealthy or the elderly. It’s a basic but powerful legal tool that almost…
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Estate Planning for Same-Gender Couples: Securing Your Future Together Estate planning is an essential step for all couples, but for LGBTQ couples, it holds particular significance. Although marriage equality has brought increased legal protections, unique challenges remain. And given the current political climate, LGBTQ couples are rightfully concerned that the protections under the federal law…
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As families prepare for the challenges of long-term care, few realize that one of the most effective strategies for protecting assets during Medicaid spend-down involves something as practical—and personal—as prepaying for funeral expenses. In Connecticut, Medicaid imposes strict asset limits: individuals must have no more than $1,600 in countable resources to qualify. However, certain expenditures…
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Mother’s Day is a time to honor the women who have shaped our lives with love, wisdom, and care. While flowers and brunch are thoughtful gestures, one of the most meaningful gifts you can offer your mom this year is peace of mind. Estate planning may not come in a pretty package, but it’s a…
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For Connecticut residents navigating nursing home care options, understanding what Medicare and Medicaid cover in 2025 is essential. Here’s a concise breakdown of what’s available and how the system works. Medicare Coverage for Skilled Nursing Facility (SNF) Care Medicare Part A provides coverage for short-term skilled nursing facility (SNF) care, but only under specific conditions.…
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May is Mental Health Awareness Month and Elder Law Month—a time to have open, honest conversations about how we care for ourselves and our loved ones, especially as we age. One topic that’s difficult but essential to address is cognitive decline. Whether due to Alzheimer’s, dementia, or other conditions, the possibility of losing mental capacity…
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April 16th is National Health Care Decisions Day — a time set aside each year to highlight something we all tend to put off: conversations about our health, our values, and what kind of care we would want if we could no longer speak for ourselves. As an estate planning attorney in Connecticut, I have…
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We have heard from clients who have received mysterious lump sum deposits into their accounts from Social Security. Recent developments in the Social Security Administration’s Windfall Elimination Provision (WEP) have led to these lump-sum deposits appearing in the accounts of some retirees. While this unexpected windfall may seem like good news, it could have unintended…
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The beginning of this article is an excerpt from a post written by Attorney Wilson in June 2022 when the Supreme Court decision overturning Roe v. Wade was leaked. In the Dobbs v. Jackson Women’s Health Organization case, which overturned Roe v. Wade, the 1973 U.S. Supreme Court case that legalized abortion, Justice Alito mentioned the June…
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On February 18, 2025, the U.S. District Court for the Eastern District of Texas lifted the nationwide injunction issued by the U.S. District court for the Eastern District of Texas in Smith, et al. v. U.S. Department of the Treasury, et al., 6:24-cv-00336 (E.D. Tex.). The Smith injunction blocked the enforcement of the Corporate Transparency…
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