Medicaid planning is a mystery to most people and unfortunately, by the time many of them come to us and ask about Medicaid or Title 19, it’s too late to even get involved with it. This is because Medicaid rules now say that to obtain Medicaid or Title 19 benefits, you have to be impoverished, […]

In most instances, the answer is no. A typical inheritance is received tax-free to the beneficiary and in fact in many instances, if property passes and you would see their real estate or other types of assets which appreciated over time, you as the beneficiary may receive what we call a stepped-up basis. What that […]

Health care proxy has become very important in this day and age with medical issues looming large in everyone’s life. Medical proxy is referred to in many ways either a health care agent, a durable health care power of attorney or similar language but they all mean the same thing. What we’re talking about is […]

A power of an attorney is a document that is executed by an individual who wants to grant or authorize another person to act on his or her behalf and that document can be broad, expansive, or can be limited to one or two specific acts or areas of concern. Connecticut has a general broad […]