We are proud to announce that Shelby L. Wilson has become a member of the firm. She comes to us with nearly 20 years’ experience in sophisticated estate and tax planning with a particular focus on succession planning for closely-held businesses. Her professional...
by Alyson Marcucio - Elder financial abuse in the United States is much more prevalent than we might believe. Unfortunately, it is often unreported or underreported, often due to fear of retaliation. Seniors lose approximately $2.5 billion annually to financial abuse....
COVID, Elections, Lockdowns, Masks, Focused Protection, Statistics, Essential Workers, Nonessential Workers, Unemployment, the CARES Act, Relief Package, Riots, Protests, Cases, Tests, Infections, PCR Cycle, IFR, from COVID, with COVID, Vaccines, Herd Immunity,...
by Casey E. Olden - Since the beginning of the coronavirus pandemic in March, many businesses have received financial assistance in the form of a Paycheck Protection Program (“PPP”) loan. The PPP program was initially rolled out in an expedited manner due to...
There are multiple ways that someone can be ready for the costs involved in long-term care as they get older. Planning for a way to cover these costs is important, as most people saving for retirement will not be able to save enough to cover the costs of several years...
You didn’t want to litigate your case, but the other party has made it impossible to avoid. Now, all you want to do is to make this as simple as possible and to do your best to receive a favorable outcome. There are some tips that you can follow to help you win your...
The more assets and wealth you accumulate in your life, the larger the estate you will leave behind for your children and other loved ones. Your wealth can provide an opportunity for a lasting legacy, as you can make a positive impact on many people that you care...
The number of Americans who have chronic illnesses is on the rise and is expected to increase from more than 130 million to roughly 157 million by the year 2020. Approximately 25% of people from 65 to 74 years old in Connecticut and across the country have been...
While you may have certain expectations for your later years, you are also realistic enough to know it is impossible to predict how things will turn out. You may hope to remain in your home the rest of your life, but your health issues may not allow it. You may...
The National Adult Protective Services Association says that one out of every nine seniors reported abuse, neglect or some form of exploitation. It goes on to say that out of every 20 aging adults, one reports suffering from financial mistreatment. To make matters...
