Successor Trustee Meeting May 2014 On May 31, 2014 we held our annual Successor Trustee Meeting. More than 80 of our clients and their family members attended! We were delighted […]
Planning for a Loved One with Special Needs In general, a trust is a legal device whereby property of some sort (real estate, cash, tangible personal property, etc.) is […]
Inherited IRAs Can Be Taken From the Beneficiary Last month, in its unanimous decision in Clark v. Rameker, the United States Supreme Court decided that an inherited IRA does not […]
An affluent client comes in for estate planning and explains that one of her foremost objectives is to make sure that the wealth she has accumulated over a lifetime of […]
One of the benefits of proper estate planning is to ensure that you, and your assets, will be taken care of even if you are no longer able to do […]
A prepaid funeral is when a person and/or that person’s family pay for funeral services and related costs while the person is alive. For many individuals, dealing with the financial […]
When a person dies leaving assets owned individually in the decedent’s name only, those assets will need to pass through a court-supervised process known as “probate.” The primary probate for […]
The treatment of the home residence under the Medicaid rules can be somewhat confusing. Here is a brief rundown of the some of the major points to understand. So long […]
Weatherby & Associates, P.C. is pleased to announce that attorney Rebecca M. Vicente has been elevated to partner in the firm and will continue to work in the firm’s Bloomfield, Connecticut office. […]
The majority of American families own a pet. If you are part of this majority, it is important to think about making arrangements for your pets in case you are […]