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.

Real Estate: Options for the Long Term

Everyone knows the quote from “Gone with the Wind” in which Scarlett points out that land is the only thing that matters. Many investors still feel that way and make real estate an important and long-term part of their portfolio. … Continued

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

Obituary for Robert A. Scalise Sr.

Robert A. Scalise Sr. Obituary – Visitation & Funeral Information Atty. Robert “Bob” Scalise, Sr., 83, of New Britain, widower of Judith (Wilbur) Scalise, passed away Monday (October 19, 2020) at his home. A native and lifelong New Britain resident, … Continued