Time to Review Your Estate Planning Documents? At the end of document signing appointments, when the final stamp and seal have been set, clients often inquire about the “right time” to review or refresh their plan. ...
Sandwiching is Fiscally Difficult: What Can You Do?
February 10, 2020
A few years ago, the term “sandwich-ed” became a popular one-word depiction of adult children serving as the “middle” of a sandwich, between two pieces of bread: one side is caring for aging parents and the other is...
Overview of Guardianship and Conservatorship in Connecticut The terms Guardianship and Conservatorship are often stumbling blocks for parents and professionals alike. While individuals are generally familiar with these terms,...
A blog series from the planning team at Disability Planning Partners, Inc. Sally hired a lawyer to draft her Will giving her assets to her daughters, Sue and Sheila, but her largest assets passes to Sally’s brother when she...
A blog series from the planning team at Disability Planning Partners, Inc. “Oh no, why can’t I use the Power of Attorney to get the Will out of the safety deposit box?” A Power of Attorney document is an incapacity...
