Blog

3 Simple Benefits Of a Living Trust

Establishing a Trust, Estate Planning, Our Blog, Probate, Trust AdministrationBy Margarita PuzisApril 27, 20214 Comments

What Is a Living Trust? A living trust is an agreement in which a settlor (the person who creates the trust) appoints a trustee, to manages the assets within the…

Details

Connecticut Probate Process For Dummies

Last Will and Testament, Our Blog, ProbateBy Margarita PuzisApril 27, 20213 Comments

If you are like most people, just the word Probate sounds so menacing that it can make your head spin. What is probate? Do you always go through probate when…

Details

Joint Tenancy Vs Tenants-In-Common

Establishing a Trust, Estate Planning, Last Will and Testament, Our Blog, Power of Attorney, Probate, Real EstateBy Margarita PuzisApril 26, 20211 Comment

If you’ve never purchased a property, you may not know what I’m talking about. Both Joint Tenancy with right of survivorship and tenants-in-common dictate how a property is owned and…

Details

Statutory Power of Attorney Issues With Self Dealing

Elder Law, Estate Planning, Medicare and Medicaid, Our Blog, Power of Attorney, Video BlogsBy Joan WilsonApril 21, 2021Leave a comment

Today’s video talks about the language of a statutory power of attorney document and the limitations it has when it comes “self dealing”. Essentially, your Power of attorney may not…

Details

Include Your Pet In Your Estate Plan With a Pet Trust

Establishing a Trust, Estate Planning, Our BlogBy Margarita PuzisApril 15, 2021Leave a comment

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,…

Details

5 Everyday Events That Affect Your Estate Plan

Advance Healthcare Directive, Establishing a Trust, Estate Planning, Last Will and Testament, Our Blog, Power of AttorneyBy Margarita PuzisApril 13, 20211 Comment

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…

Details

Medicare Savings Program Decoded – 2021 Limits

Elder Law, Medicare and Medicaid, Our BlogBy Joan WilsonMarch 29, 20211 Comment

WILSON’S UNABRIDGED DICTIONARY: THE ALPHABET SOUP OF THE MEDICARE SAVINGS PROGRAM Estate Planning Attorneys are known for loving acronyms. We like to shorten the names of the tools we use…

Details

Why You Don’t Need The Original Deed To Your House In Connecticut

Our Blog, Real Estate, Video BlogsBy Joan WilsonMarch 23, 2021Leave a comment

Myths & Misconceptions Monday (Real Estate / Home Edition) Vlog #4: “I Need To Make Sure I Have And Keep The Original Deed To My House” Thinking that you need…

Details

Power of Attorney In Connecticut – Basic Rules

Estate Planning, Our Blog, Power of AttorneyBy Margarita PuzisMarch 16, 20211 Comment

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…

Details

What Is Sundowning in Dementia Patients?

Elder Law, Our BlogBy Margarita PuzisMarch 15, 2021Leave a comment

What is Sundowning? For many people living with Alzheimer’s and other forms of dementia, late afternoon and early evening hours may prove to be the most difficult, Therefore, the term…

Details