When Can You Apply For Social Security Retirement Benefits? The full retirement age (or “normal” retirement age) is currently 66, however, you can start collecting your social security retirement benefits…
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Myths and Misconceptions Vlog #3: I Can Gift $15,000 Per Year Without Penalty While many people are familiar with the gift tax exemption, it is often mixed up with the…
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Continuing our series about conservatorship guidelines in Connecticut, it’s important to touch base on whether you have any control over who the court appoints as your conservator and will it…
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What Is a Conservatorship? Conservatorship in Connecticut means that the Court appoints a person or organization to manage the life of another adult. There are Voluntary and Involuntary conservatorships. We…
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An Ethical Will is the story of your life. All the personal knowledge, lessons, and tips you could pass on to your loved ones.
Unlike a traditional will, which focuses more on significant assets and money, the intention of an ethical will is to communicate your hopes, dreams, love, and learning for all future generations.
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The first question you need to ask yourself is if the last will and testament the only thing you need. The reason why most people don’t ask themselves this question…
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It’s understandable that some people think that if the assets are under a different name, they are no longer considered yours. While that is true in most cases, Medicaid has slightly different rules.
So don’t put “transfer assets to spouse” on your to-do list just yet. Watch the video below and let Attorney Joan Wilson explain why.
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A Few Simple Steps To Organize Legal Documents Fast It may seem like a drag to get organized sometimes, but if there is one thing you are going to dedicate…
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COVID-19 Vaccine – What To Expect? Supply of the COVID-19 vaccine in the United States is expected to be pretty limited in the beginning, so the CDC (Center for Disease…
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On January 23, 2015, the Department of Veteran Affairs proposed a Veteran’s Benefits Eligibility Rule Change – RIN 2900-AO73, Net Worth, Asset Transfers, and Income Exclusions for Needs-Based Benefits, a…
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