False Facts Friday Issue 3: “My dearly-departed spouse and I owned everything jointly, so there is no need for me to file any papers with the Probate Court.”

Most people want to avoid “probate.” Sometimes when a couple hears that if they own all of their assets jointly they will avoid probate, they understand that to mean nothing has to be done when their spouse passes away. This is not true. In Connecticut, when someone passes away, it is necessary to file an…

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False Facts Friday Issue 2: “As a parent, I can access my college-aged child’s medical information in an emergency.”

For many parents, December is the time when their empty nests fill up with college-aged children returning home for their holiday break. It is a time of joy, reconnecting and lots of laundry. Hopefully your student’s time away from home was filled with learning and growing in good health. The last thing parents want to…

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“I was extremely fortunate to find Joan Wilson and her team to help me through the Medicaid application process for my elderly father who suffers from Parkinson’s Disease.  After a fall landed him in the hospital and it became apparent that his previous living condition was not a safe, viable option anymore, I did not…

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