Identifying Estate Planning Techniques No Longer Available and Updating Estate Plans to Reflect New Benefits Our last article discussed some significant benefits that will now be available to married same-sex […]
The Alzheimer’s Association Walk to End Alzheimer’s® On September 22, 2013, a team from Weatherby & Associates, PC participated in the Alzheimer’s Association Walk to End Alzheimer’s®. While we have […]
Long-Term Care Insurance Industry Reports Struggles Despite the potential benefits of long-term care insurance for many people, the long-term care insurance industry is facing significant challenges. Insurers have had to […]
Stuck in the Middle: Planning Challenges for the Sandwich Generation If you have parents and children alive at the same time, you are part of the Sandwich Generation. This term […]
It’s always difficult to lose a loved one, particularly a parent, spouse, or child. But the difficulty of the loss can be magnified if one believes that the lost family […]
Post-DOMA Planning: IRS To Recognize Same-Sex Marriages For All Federal Tax Purposes Since the Supreme Court struck down Section 3 of the federal Defense of Marriage Act in June, federal […]
NEW LAW IN CONNECTICUT Transfers (Gifts) Can Lead to Being Sued by Nursing Homes The Connecticut legislature recently passed a new law concerning Medicaid eligibility which allows nursing homes an […]
Can Community Spouses ‘Just Say No:’? Connecticut Doctrine of Spousal Refusal Narrowed by U.S. District Court Often, a Medicaid applicant needing nursing home care will have a spouse who is […]
What is a Will Registry? What’s worse than dying without an estate plan? Having one, but your survivors are unable to locate it, or don’t even know to look for […]
Recent Case Raises Concerns about Certain Transfers of Assets by a Medicaid Applicant to a Community Spouse: Many Medicaid applicants who need care in a nursing home have spouses who […]