Does Your Will Determine Who Inherits Your Assets When You Die? Last month I discussed how clients are often unpleasantly surprised to learn that having a Last Will and Testament…
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FALSE FACTS FRIDAY Issue 11: “I’m Happy with My Medicare Plan, So I Don’t Have to Review It for Next Year.” The Medicare Annual Enrollment Period (“AEP”) began in October…
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FALSE FACTS FRIDAY Issue 10: When A Loved One Dies, I Will Be Invited to a Reading of the Will I consider myself an intelligent person with a good education,…
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FALSE FACTS FRIDAY Issue 9: “If I Sell My Home, I Have to Reinvest in a More Expensive Home to Avoid Taxes” As a lawyer who is passionate about educating…
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What is a DNR? “DNR” stands for Do Not Resuscitate and means that if you stop breathing, you will not be resuscitated. Most, otherwise healthy people, would want to be…
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In the past week, we have received calls from two different clients whom we had helped in the past. Each of them called because they were in the process of…
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The Fall of 2017 brought uncertainty to the Medicare Savings Programs (MSP) in Connecticut when they were unexpectedly slashed by the state budget. After several months of negotiations, a bipartisan…
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Will You Owe Taxes On Your Spouse’s Estate? Currently, the estate tax exemption in Connecticut is $9.1 million per person. So although an Estate Tax Return must be filed for…
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In our estate planning, probate, and elder law practice here at Reed Wilson Case we often see family squabbles that erupt because of unmet expectations. Many of these expectations involve…
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FALSE FACT Vol. 1, Issue 1: If you don’t protect your money, the State will take it. This is probably the most common “inaccurate” statement that I hear in my…
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