define your goals

Mid-Year Reset: 5 Ways to Reassess Your Personal & Professional Goals

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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buying or selling house in the summer

What to Know About Buying or Selling a Home During the Summer

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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Medicaid snapshot date

Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture

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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mid year review of your estate planning goals

Mid-Year Check-In: Is Your Estate Plan Still Aligned with Your Goals?

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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do i need a will

Do I Really Need a Will? What Every Adult Should Know About Estate Planning

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…

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Estate Planning for LGBTQ+ Couples

Estate Planning for LGBTQ+ Couples

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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funeral contract

Medicaid Pre-Planning in CT: Protect Assets with Funeral Contracts

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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Does Medicare Cover Nursing Home Costs in Connecticut

Does Medicare Cover Nursing Home Costs in Connecticut? (2026 Update)

For Connecticut residents navigating nursing home care options, understanding what Medicare and Medicaid cover in 2026 is essential. Here’s a concise breakdown of what’s available and how the system works. Medicare Coverage for Skilled Nursing Facility (SNF) Care Medicare Part A provides coverage for short-term skilled nursing facility (SNF) care, but only under specific conditions.…

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Planning for Cognitive Decline

Planning for Cognitive Decline with Compassion: What You Can Do Today

May is Mental Health Awareness Month and Elder Law Month—a time to have open, honest conversations about how we care for ourselves and our loved ones, especially as we age. One topic that’s difficult but essential to address is cognitive decline. Whether due to Alzheimer’s, dementia, or other conditions, the possibility of losing mental capacity…

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