Retirement Income

Is Retirement Income Taxed in Connecticut?

Did you know that Connecticut law provides income tax exemptions for Social Security benefits, railroad retirement benefits, military retirement pay, pension and annuity income, teacher pension income, and individual retirement account (IRA) distributions? Currently, exemption eligibility and amounts are determined based on the type of pay and the taxpayer’s total federal adjusted gross income (AGI).…

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2025

6 Essential Estate Planning Goals for 2026

As 2026 approaches, many of us are thinking about the habits we want to build and the changes we hope to make. Before you finalize your resolutions, consider adding one that will make a lasting impact: getting your estate plan in place. We all go into a new year with optimism, promising ourselves we’ll hydrate…

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having the talk with elderly parents

8 Tips for Having ‘The Talk’ with Elderly Parents

Talking about estate planning is a difficult, emotional topic but it’s essential for every family. Unless you’re certain your parents have an up-to-date will and a wider plan for what should happen in the event of their passing, you shouldn’t assume everything will be taken care of. According to a 2021 survey, less than half…

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Medicare Open Enrollment

It’s Medicare Annual Enrollment Period: Is Your Plan Still Working for You?

Every year Medicare gives beneficiaries a window of opportunity to shop around and determine if their current Medicare plan is still the best one for them. During Medicare’s Annual Enrollment Period, which usually runs between October 15th – December 7th, beneficiaries can freely enroll in or switch plans. During this period, you may enroll in…

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world alzheimers month

World Alzheimer’s Month: A Global Movement for Awareness and Understanding

What Is World Alzheimer’s Month? World Alzheimer’s Month is an annual international campaign that takes place every September to raise awareness about Alzheimer’s disease and other forms of dementia. This global movement aims to challenge the stigma surrounding dementia, educate the public, and encourage governments and organizations to prioritize dementia research and care. With an…

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self improvement month

The Importance of Self-Improvement Month (Tips+Goals)

Every September, as the leaves start to change and the air turns crisper, we are presented with a unique opportunity – Self-Improvement Month. This month encourages us to embark on a transformative journey toward becoming the best version of ourselves. It’s a time to reflect on our goals, identify areas for growth, and take meaningful…

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CO DETECTOR LAWS

New CT Smoke and Carbon Monoxide Detector Laws – October 2023

A Guide for Realtors and Sellers Last year we wrote an article about changes to the Smoke and Carbon Monoxide affidavit that State law requires sellers of residential real property to provide to their buyers at closing. For Connecticut residential real estate closings occurring after October 1, 2023, there is yet another significant change to…

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aretha franklin will

The Aretha Franklin Estate Dispute

P – R – I – V – A – C – Y The legal case for the Estate of Aretha Franklin ended yesterday with a finding that her hand-written 2014 Will that was found under a couch cushion is her valid Will. According to her long-time attorney, Aretha Franklin was too private to rely…

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Who Has The Legal Power To Make Decisions For You

Who Has The Legal Power To Make Decisions For You?

Who’s Making The Decisions Around Here??? Let’s start at the very beginning. When a baby is born, the child’s parents make decisions for her. And as she ages into a toddler, child, and teenager, the parents have full legal authority. When the child turns 18, the parents DO NOT have the authority to make decisions.…

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