Serving as a fiduciary (executor or administrator) during probate comes with many responsibilities, you are legally responsible for identifying estate assets, paying valid debts and expenses, distributing assets properly and filing required tax returns. In Connecticut, Form CT-706 NT, is the official form to file for the Connecticut Estate Tax Return (for non-taxable estates). Even when no estate tax is ultimately owed, the form is still usually required to move probate forw

A Medicaid penalty is a period of ineligibility for long-term care coverage (nursing home, home care in some cases) because the applicant transferred assets for less than fair market value within the past 60 months.

The W-1LTSS form is long and takes into account every single aspect of your personal and financial details. Knowing how each section works makes it far more manageable. In this post, we walk through each major section of the application packet, explain what’s required, and highlight common pitfalls to avoid.

As one of the leading conservatorship firms in Connecticut, we are shedding light on the inner workings of Conservatorships to dispel common misconceptions.