News
Important Steps to Take If You Are In a Car Accident
Regardless of fault, even if you feel you were not hurt, you should not automatically refuse medical treatment at the scene. Research indicates that even minor accidents can leave a person injured. Days later, real pain can set in and … Continued
Great Wealth and the Next Generation
If you are thinking of transferring assets to your children, grandchildren and distant descendants, you may want to consider using a grantor retained annuity trust (GRAT) or an intentionally defective grantor trust (IDGT). Both estate planning tools can be used to freeze the value … Continued
5 Things You Should Think Twice About Before Buying
This is the moment you have been waiting for. All the paperwork is complete, you have the keys, and you are finally in your new home. Or maybe you’ve been saving your pennies, and you’re excited about fixing up your … Continued
The Advantages of an ABLE Account and Saver’s Credit
Achieving a Better Life Experience Act, ABLE, accounts help people with disabilities and their families save and pay for disability-related expenses. They allow states to create tax-advantaged savings programs for eligible people with disabilities, and distributions are tax free if … Continued
The Whys and Hows of Medicaid Trusts
A Medicaid asset protection trust (Irrevocable Trust) allows a person to qualify for long-term care benefits from Medicaid while protecting assets.
Understanding the Relationship Between Bank Account Ownership and Your Will
Author: Attorney Stephen L. Mangan, Principal. During the process of setting up a Last Will and Testament, questions arise about how to handle bank accounts. People become concerned and ask, “What will happen if I’m unable to handle my affairs … Continued
What to Do When Someone Dies
Settling the affairs of a deceased family member is not a one-person task. Here is a checklist to help you.
New Stimulus Has Plenty for Small Business
The pandemic relief package (Consolidated Appropriations Act, 2021) gives a break to small businesses by reopening the Paycheck Protection Program so that some of the hardest-hit small businesses can apply for a second loan. The new round of loans will … Continued
Putting Your House in a Trust
Should you put your house in a trust? For some homeowners, it could be a smart move, but you need to know all the facts. Click through for some insights into this little-known estate planning strategy to see if it’s … Continued
Four Silly Home Loan Mistakes Everyone Makes
As interest rates lower, buying a home seems more feasible and affordable now than it has in recent years. When you are shopping for a home loan, it is important to take the right measures to ensure that the loan … Continued
Nursing Homes: Not the Only Option
There was a time when nursing homes seemed like the foregone conclusion for many elder family members. But as baby boomers are aging, they remember seeing their own parents in those facilities and are making different decisions for aging with … Continued
We Support...
Lindsay Foundation Supports Basic Needs Fund, Addiction Services
We are proud of our clients! Good People doing Good Work. The Brian & Marilyn Lindsay Foundation made a grant that matters to Wheeler Clinic. Read the full story here.
The Christine E. Moser Foundation
The Foundation was created by Christine shortly before her death to support certain organizations in her community as she did during her life. To learn more, visit the Christine E. Moser Foundation website.
Guest Posts
Some activities during COVID 19 isolation.
Dear Clients, Family and Friends: We hope you and your family are staying healthy and safe during these challenging times. We understand that social distancing and stay at home orders are difficult so having an outlet to escape the routine … Continued
5 Steps to Create a Home Inventory Checklist (By Scott Humphrey, Travelers for Insurance Associates, 74 Vine St., New Britain, CT 06052)
After a fire, burglary or another event in which you lost possessions from your home, it may be difficult to remember the details of every one of the belongings that you have accumulated over the years. In this situation, having … Continued
