Category Archives: Wills

NEW LEGISLATION AFFECTING SENIORS (2018 Session)

The Office of Legislative Research for the State of Connecticut has published some of the new laws passed by the Connecticut legislature during the 2018 session.  Here are some of those new laws which were effective either when passed or as of October 1, 2018 unless otherwise noted: Emergency Medical Response System Contract: If you… Read More »

KNOW WHEN IT’S TIME TO ASK FOR HELP

Although I am an attorney, I have always enjoyed tinkering with manual labor trades. Thanks to my late father, I have a pretty expansive working knowledge of painting, carpentry, plumbing, electrical, sheet rocking, taping and many other fields. Although he was very mechanically inclined, he never did any of his own car repairs. I do…. Read More »

SAFEkeeping Important Documents

As an estate planning attorney I prepare legal documents for people all the time. Documents such as Wills and other estate documents are usually stored away for long periods of time without much further thought. Have you given any thought to where you should store these and other important documents? The first question you need… Read More »

WILL YOU BE ABLE TO HELP YOUR 18+ YEAR OLD CHILD IN A MEDICAL EMERGENCY?

At the suggestion of my partner, I recently read an article in Consumer Reports prompting this blog. Ironically, I had taken these very steps with my son, but never gave it a second thought that most people wouldn’t think of these issues. Once your child turns 18, even though you may still be financially and… Read More »

AS I WISH – A Complete Estate Plan

An estate plan is an organized plan of what you want to happen to your assets upon your passing. Having executed a Last Will does not “complete” your estate plan. It is extremely important that you understand that your estate plan is more than just your Last Will and Testament (and/or your Trust in some… Read More »

PLANNING FOR LIFE’S END

Planning for life’s end is not always easy. For many people, it is a challenge just to face the fact that someday they will die. Yes, it is a fact of life but not everyone is comfortable talking about it. Once one overcomes that obstacle, then the black and white decisions can be made. By… Read More »

IS A DOCUMENT EXECUTED IN ANOTHER STATE VALID IN CONNECTICUT?

With our mobile population, a common question which comes up is whether a document that was signed in one state, such as a power of attorney, appointment of health care representative or end-of-life instructions, is valid if you are in another state, either permanently or temporarily. Generally, documents executed according to the law in the… Read More »

THEY ARE MY PARENTS – why am I asked to leave the room?

It is quite common in the practice of elder law for adult children to make the initial contact with the law firm and come in for consultations with their parents. As attorneys we always need to be cautious of our relationship with our clients. We must first identify who will be our client, the parent… Read More »

CONTESTING A LAST WILL AND TESTAMENT

“I was left out of mom’s will, can I challenge the will in court, and what are my chances of success?” That is a question that I have answered for prospective clients hundreds of times over the years. Of course, the person asking the question can be any heir at law (those individuals who would… Read More »

ESTATE PLANNING, JUST THE BEGINNING

After having completed your estate planning documents including a Power of Attorney (POA), Appointment of Healthcare Representative (HCR), Designation of Conservator (DC), Living Will, also called Advance Directive (AD) and your Last Will and Testament, who do you tell or give copies of it to? First, this is a subjective question. The answer is whomever… Read More »

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