Reliable Estate & Disability Planning Through Every Age & Stage of Life
Featured Article
Medicaid Planning: Enlarging the Fine Print
Medicaid Planning: Enlarging the Fine Print

I was recently invited to speak about Medicaid planning for married couples. After the presentation, one audience member expressed, with a sense of relief, “I understand!—it’s as if you took the fine print and enlarged it into simple terms.” There is no doubt about ...

Read More
Recent Posts
  • Medicaid Planning: Enlarging the Fine Print

    I was recently invited to speak about Medicaid planning for married couples. After the presentation, one audience member expressed, with a sense of relief, “I understand!—it’s as if you took the fine ...

    Read More
  • All About ABLE Accounts: The Who, What, Where & Why

    Many individuals with disabilities have heard of ABLE accounts, but few know the answers to all the “w” questions: Who can open an ABLE account; What is an ABLE account; Where can you open an ABLE ...

    Read More
  • In Memory of Their Service

    I think we can all agree that military service is something to be honored. Every spring, our local cemeteries are peppered with tiny red, white, and blue flags marking the final resting place of souls ...

    Read More
  • Traps to Avoid in Leaving Your Vehicle to a Beneficiary (…While Staying Out of Probate)

    When a loved one passes away, a family’s emotional burden is compounded by the practical stresses of managing their loved one’s final affairs. In developing estate plans for our clients, we endeavor ...

    Read More
  • Looking to Save with Medicaid? Amazon Prime Membership Offers Help

    Amazon has quickly found a foothold in today’s technology driven marketplace. As part of their mission to become the world’s most customer-centric company, Amazon now offers a discount on Amazon Prime ...

    Read More
  • Caring for LGBTQ Elders – Connecticut Commits To “Getting it Right”

    Last year, I viewed a short documentary, “Gen Silent,” which poignantly portrayed the fears and challenges that aging LGBTQ people face in obtaining home care support in the community. The film ...

    Read More