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.

When one spouse needs long-term care, it’s common for families to assume that transferring assets to the healthy spouse will protect them. Unfortunately, without proper Medicaid and legal planning, these “spousal transfers” can have devastating financial consequences especially when Medicaid’s complex rules come into play.

Whether you’re an executor, heir, or just planning ahead, this guide will help dispel some of the mysteries around the probate process.

Going into a nursing home or skilled nursing facility is a process of overcoming several hurdles. One key piece is "Applied Income" (also called “Patient Liability”) — the amount of your income that you’ll be expected to pay toward your care each month if you are on Medicaid in Connecticut. Understanding how this works can help you avoid unexpected bills and better plan for the future.

Attorney Whitehead of Whitehead and Munson answers your most common estate planning questions.

A pooled trust offers an elegant solution—it allows individuals to preserve eligibility while ensuring their funds still support meaningful needs.

When processing your Title 19 medicaid application, the Department of Social Services takes a scrutinized look into 5 years of your bank statements and entire financial portfolio. You may need to spend down to meet the asset limit.

If you or a loved one are planning for long-term care or already receiving Medicaid benefits, these tax strategies could save you thousands.