When people hear the phrase “estate planning,” most think of wills, trusts, and legal documents. And while those are essential, they’re only part of the story. True estate planning is not just about distributing assets; it’s also about passing down knowledge, values, and habits that will help future generations manage those assets responsibly. Many families…
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Teachers spend their lives investing in others. Shaping young minds, inspiring growth, and often going above and beyond the classroom to support students. While teachers dedicate countless hours and personal resources to education, many delay planning for their own futures. Estate planning is one of the most important ways teachers can protect the assets, benefits,…
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September is recognized as Healthy Aging Month, a time to focus on maintaining physical, mental, and financial well-being as we grow older. Healthy Aging Month is also a good opportunity to consider legal planning to safeguard your future. While many conversations about aging highlight nutrition, exercise, and social connection, one area often overlooked is the…
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When it comes to long-term care, too many families wait until a crisis hits before seeking help. The reality is, nursing home care in Connecticut can cost upwards of $15,000 per month, and Medicare does not cover it long-term. Medicaid can help cover these costs, but eligibility requires planning ahead. At Reed Wilson Case, we…
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As summer begins to wind down, many families find themselves shifting focus from vacations and sunshine to routines and responsibilities. For adult children with aging parents, this seasonal transition is a valuable reminder to check in on their parents’ health, living situation, and long-term planning needs. At Reed Wilson Case, we recommend using this time…
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As families prepare for a new school year, shopping for supplies, adjusting routines, and checking off lists- it’s the perfect time to consider something that often gets overlooked: legal planning. Just as children benefit from structure and preparedness in the classroom, families benefit from thoughtful planning at home. At Reed Wilson Case, we believe that…
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For many individuals, a life insurance policy is a cornerstone of their long-term financial planning, providing peace of mind that loved ones will be protected in the event of an untimely death. However, one often-overlooked risk to maintaining life insurance coverage is the inability to continue making premium payments due to financial hardship, cognitive decline,…
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July marks the midpoint of the year, making it a natural moment to pause, reflect, and realign your goals before the busyness of fall arrives. Life moves fast. Between work, family, and personal commitments, it’s easy to lose sight of the intentions we set at the beginning of the year. Whether you made formal resolutions…
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Summer is one of the most popular seasons for real estate transactions. With school out, vacation time available, and the warm weather making it easier to move, many families and individuals view summer as the perfect time to buy or sell a home. But with increased market activity also comes more competition, tighter timelines, and…
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Updated: July 2025 When someone who is married applies for Medicaid, the Connecticut Department of Social Services will analyze the couple’s income and assets as of a particular date to determine eligibility. Despite what some may think, they do not look only at the Medicaid applicant’s assets, so simply transferring all of your accounts to…
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