estate planning for retirees

Estate Planning for Retirees: Fall Review Checklist

Fall is naturally a season for taking stock. As the year begins to wind down, many retirees review their finances, prepare for the holidays, schedule medical appointments, and make plans for the coming year. It is also an excellent time to review your estate plan. Estate planning is not something you complete once and forget…

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estate planning for CT snowbirds

Estate Planning for Connecticut Snowbirds: Multi-State Planning Tips

Every year, thousands of Connecticut residents head south for the winter, trading snowstorms for sunshine in states like Florida, South Carolina, Arizona, and North Carolina. Becoming a “snowbird” offers many lifestyle benefits, but it also introduces unique legal and financial considerations that should be addressed in your estate plan. If you divide your time between…

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Elder Law Attorney Explains 2024 In Numbers

Elder Law Attorney Explains 2024 In Numbers

We have everything you need to know right here! With this insightful breakdown by Elder Law Attorney Joan Reed Wilson, of elder law facts and figures in 2024. Understand how the latest elder law updates will affect you. Get informed and make sure your assets are protected! For those who enjoy numbers over words, this…

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