by Allison DePaola | May 3, 2019 | Connecticut Estate Planning Attorney Blog, Estate Planning
Most people feel strongly that they want to control who may access their assets and what happens to their assets while they are alive; they limit who may view bank accounts, write checks, make investment decisions, or other important financial decisions. After all...
by Allison DePaola | Apr 16, 2019 | Estate Planning, Uncategorized, Wills & Estate Planning
There may come a time when you are unable to make medical decisions for yourself due to injury, illness, or disease. For that reason, it is important that you sign a document called “Health Care Instructions”. Everyone over the age of eighteen (18) should have...
by Allison DePaola | Mar 3, 2019 | Uncategorized, Wills & Estate Planning
One of the biggest decisions to make when drafting estate planning documents is selecting the people you trust to do the job of helping you if you cannot help yourself, or after your death. Sometimes, it is an easy decision but other times it can be so difficult, as...
by Allison DePaola | Jan 3, 2019 | Connecticut Estate Planning Attorney Blog, Medicaid and Long Term Care, Wills & Estate Planning
Estate and Gift Tax: The federal lifetime exemption for property passing to non-spouse beneficiaries has been increased to $11,400,000.00. The Connecticut lifetime exemption for property passing to non-spouse beneficiaries has been increased to $3,600,000.00. There is...
by Allison DePaola | Dec 9, 2018 | Connecticut Estate Planning Attorney Blog, Long Term Care Issues, Medicaid and Long Term Care, Veterans
In November of 2018, we wrote about the new VA Pension Benefit Rules that are now in place as of October 18, 2018. As stated in our last article, these new rules are designed to make it much clearer for claimants to understand the financial eligibility rules when...