rsonal and health affairs management, estate planning and administration, and long-term care and how to pay for assisted living or nursing home care are needs that must be addressed by all of us—the sooner, the better.
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
Most people who have an estate plan have created a trust. But one thing many people forget is rather important: funding the trust. During the lifetime of the grantor who created the trust, the trustee can use the trust assets … Continued
The Covid-19 pandemic undoubtedly has you on edge. We have all been forced to face our fears in some way, whether it’s the fear of falling ill, losing a job, having to spend time alone or losing a loved one. … Continued
The coronavirus relief bill includes a direct payment to most Americans, but this has Medicaid recipients wondering how the payment will affect them. Because the payment is not income, it should not count against a Medicaid recipient’s eligibility. The Coronavirus … Continued
Federal regulators have changed rules and cleared up some confusion about limits placed on the more than 4 million borrowers in the mortgage relief program the government rolled out to contend with the coronavirus’s economic onslaught. Lending rules that were … Continued
The longevity of a small business depends on a well-thought-out succession plan. For a family business, you want to evaluate who else can run the business and whether you have to look beyond family members as the business grows. An … Continued
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.
Helping Protect Seniors from Fraud and Identity Theft Highlights: Senior citizens’ savings and good credit may make them more attractive to fraudsters Shame or embarrassment may prevent seniors from reporting fraud Educate the seniors in your life of the risks … Continued
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.