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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As we reach the halfway point of the year, it’s a great time to pause and reflect—not just on personal or professional goals, but also on your estate plan. Life moves quickly, and significant changes can happen in just a few short months. A mid-year review of your estate plan helps ensure your documents and…
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As an estate planning Firm, one of the most common questions we hear is: “Do I really need a will?” It’s a fair question—and the answer isn’t one-size-fits-all. But in most cases, the answer is yes. A will isn’t just for the wealthy or the elderly. It’s a basic but powerful legal tool that almost…
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Estate Planning for Same-Gender Couples: Securing Your Future Together Estate planning is an essential step for all couples, but for LGBTQ couples, it holds particular significance. Although marriage equality has brought increased legal protections, unique challenges remain. And given the current political climate, LGBTQ couples are rightfully concerned that the protections under the federal law…
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As families prepare for the challenges of long-term care, few realize that one of the most effective strategies for protecting assets during Medicaid spend-down involves something as practical—and personal—as prepaying for funeral expenses. In Connecticut, Medicaid imposes strict asset limits: individuals must have no more than $1,600 in countable resources to qualify. However, certain expenditures…
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Mother’s Day is a time to honor the women who have shaped our lives with love, wisdom, and care. While flowers and brunch are thoughtful gestures, one of the most meaningful gifts you can offer your mom this year is peace of mind. Estate planning may not come in a pretty package, but it’s a…
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