When planning for the future, many individuals and families are seeking end-of-life options that reflect their values, especially those centered around sustainability, simplicity, and dignity. One increasingly popular choice is Aquamation in...
News
ABLE Accounts: Big Changes Coming in 2025-2027
Updated: September 5, 2025 ABLE accounts, introduced through the Achieving a Better Life Experience (ABLE) Act, are specialized savings accounts intended to better align working incentives with working realities for eligible individuals across the...
What Can I Do If a Bank Won’t Accept My Power of Attorney?
Updated. August 19, 2025 It’s not uncommon for clients to call us in a panic because a bank or financial institution has refused to accept a valid power of attorney (POA) prepared for them. Naturally, they want to know what can be done to resolve...
What are Beneficiary Designations and How Do They Affect Probate?
Updated: August 18, 2025 This question comes up often, so it’s our “Question of the Month”! I also chose this topic to highlight beneficiary designations, which are a simple yet powerful planning tool. In this post, I’ll give an overview of...
When Should I Hire an Elder Law Attorney?
As we age, planning for the future involves more than just drafting a will. Legal, financial, and healthcare decisions often overlap in ways that can feel confusing and overwhelming. If you are supporting a senior or thinking ahead for yourself,...
How to Administer an Estate
“Question of the Month” is a new addition to our blog that will help answer common questions that Disability Planning Partners often receives from clients and prospective clients. We hope these posts will assist everyone seeking answers to common...
Business Succession Planning
Why You Should Be Thinking About Business Succession Planning If you are the owner of a business you should be thinking about business succession planning. The prior statement applies to owners of every kind of business: from sole proprietors all...
Memo on the Corporate Transparency Act for our Clients
To all of our clients and trusts with business ownership, a new law has gone into effect this year requiring additional reporting about such business’s owners to FinCEN (Financial Crimes Enforcement Network). This new law requires a Reporting...
Making Sense of Probate
While the word, “probate” has many meanings with the most common form refers to legal issues which are resolved in the Connecticut Probate Courts. In this case, we will discuss the process of “probating a Will” or “probating property when someone...
A Statement Of Support For Disability Planning Partners
We pride ourselves in how we work with our clients. It's a relationship we seek to develop throughout the lifetime of working together. Lola, the daughter of one of our clients, sent us this note that does a great job of describing the experience...
Why do people choose to work with us?
Watch this video Ms. Alberta Elliot was featured on NBC because she is in her 90’s and was sewing masks right at the start of the COVID-19 pandemic. She also happens to be a client of our firm. Unsolicited, she created this video. A Client...
Legal Documents: An Insurance Policy against Disability
As an elder law and disability planning attorney, I am often asked for one piece of advice that I wish everyone would have. This is the easiest question to answer. By far, the most critical guidance I could offer is to tell every person to have...