The Social Security Fairness Act

The Social Security Fairness Act: Impact on Connecticut Residents

Elder Law, News, Our Blog

President Biden signed the Social Security Fairness Act into law today, repealing two controversial provisions of Social Security—the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)—which previously reduced benefits for many public sector retirees. The Act significantly affects Connecticut’s public employees, particularly teachers, police officers, firefighters, and other state and municipal workers who…

Details
Protecting Inherited Assets in Divorce

Protecting Inherited Assets in Divorce: What You Need to Know

Communication & Organization, Establishing a Trust, Estate Planning, Our Blog

Many believe that an inheritance received during a lifetime or through a will is untouchable, a financial gift that remains entirely theirs regardless of future circumstances. However, in the state of Connecticut, inherited assets can become entangled in divorce proceedings, potentially putting your family legacy at risk. Understanding how inherited assets can be at risk…

Details
Complete Estate Planning Checklist for Millennials

Complete Estate Planning Checklist for Millennials

Advance Healthcare Directive, Communication & Organization, Estate Planning, Last Will and Testament, Our Blog, Power of Attorney

Don’t Let Your Legacy Be a Hot Mess: A Complete Estate Planning Checklist for Millennials The phrase “estate planning” often conjures images of retirees, older individuals planning for the inevitable “what ifs” or the super wealthy. Most don’t immediately think of younger generations who may just be establishing themselves in their career, or experiencing some…

Details
Older Driver Safety Awareness

Older Driver Safety Awareness: Navigating Winter Challenges

Communication & Organization, Elder Law, Our Blog

Older Driver Safety Awareness is crucial, especially during the winter months when inclement weather and shorter daylight hours create added challenges. As individuals age, changes in vision, reaction time, and physical flexibility can affect driving ability, making winter driving particularly risky. Raising awareness about these challenges and implementing strategies for safer driving can help older…

Details
Understanding the Corporate Transparency Act What You Need to Know as a Trustee of a Trust

Corporate Transparency Act: Key Insights for Trust Trustees

Establishing a Trust, Estate Planning, Our Blog, Trust Administration

BREAKING NEWS: 12/3/24: Today a Federal Court in Texas ruled that the reporting requirements under FINCEN are unconstitutional. An Alabama federal court issued a similar ruling earlier this year and the federal government determined it applied to the plaintiffs of that case only, but the Texas case appears to apply to everyone, nationwide. Stay tuned……

Details
Create a Great Funeral

Why Planning a Funeral Is So Important

Communication & Organization, Elder Law, Estate Planning, Our Blog, Probate

While the topic of death is often avoided, Create a Great Funeral Day provides an opportunity to reframe how we view funerals—not as somber, obligatory ceremonies but as meaningful celebrations of life. Understanding the history and purpose of this day reveals how it has evolved to address deep cultural needs and taboos surrounding death and…

Details
The Rupert Murdoch Irrevocable Trust lawsuit

The Rupert Murdoch Irrevocable Trust lawsuit

Establishing a Trust, Estate Planning, News, Our Blog

Today a lawsuit fit for television begins (think: Succession). The exciting part of this lawsuit is that the battle involves an irrevocable trust. As an estate planning attorney, I’m geeking out. Unlike divorce, trademark, and personal injury, there aren’t many high-profile estate planning lawsuits, and the few there do mostly occur because someone has died…

Details