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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Social workers play a crucial role in advocating for and assisting individuals in various stages of life, particularly vulnerable populations such as the elderly. Their duties encompass a wide range of services, including case management, counseling, advocacy, and connecting clients with essential resources. One of the most significant responsibilities of social workers, especially those working…
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Spring is all about fresh starts—decluttering your space, deep-cleaning your home, and getting life in order. But while you’re dusting off shelves, why not tidy up something even more important? Yep, your estate plan. Whether you’re just getting started or need to make a few updates, now is the perfect time to make sure your…
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Recently, the Financial Crimes Enforcement Network (FinCEN) adopted a significant piece of legislation called the Corporate Transparency Act (CTA). This important rule has flown under the radar for many, but it is essential to take note of, especially if you are thinking of including a trust as part of your estate plan or if you…
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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…
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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…
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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…
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