Plan Smart During Estate Planning Awareness Week 2025

Plan Smart During Estate Planning Awareness Week 2025

Each year, National Estate Planning Awareness Week (October 21–27, 2025) serves as an important reminder: planning for the future isn’t just about protecting assets – it’s about protecting the people and causes that matter most to you. At Reed Wilson Case, we know that estate planning can feel overwhelming or even uncomfortable to think about.…

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Estate Planning Myths

Estate Planning Myths That Might Be Holding You Back

Estate planning is one of those topics that many people know is important, but put off anyway. Often, the hesitation comes from misconceptions and myths that make the process seem unnecessary, complicated, or overwhelming. Let’s set the record straight. Myth #1: Estate Planning Is Only for the Wealthy Reality: Estate planning is about control and…

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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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Spring Cleaning Your Estate Plan

Spring Cleaning Your Estate Plan: A Fresh Start for Your Future

Spring is all about fresh starts—decluttering your space, deep-cleaning your home, and getting life in order. But while you’re dusting off shelves, why not tidy up something even more important? Yep, your estate plan. Whether you’re just getting started or need to make a few updates, now is the perfect time to make sure your…

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Complete Estate Planning Checklist for Millennials

Complete Estate Planning Checklist for Millennials

Don’t Let Your Legacy Be a Hot Mess: A Complete Estate Planning Checklist for Millennials The phrase “estate planning” often conjures images of retirees, older individuals planning for the inevitable “what ifs” or the super wealthy. Most don’t immediately think of younger generations who may just be establishing themselves in their career, or experiencing some…

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