The Right Time to Review Your Estate Planning Documents

by Attorney Claudia W. Englisby | Apr 13, 2020 | Estate Planning, FAQ, News

Time to Review Your Estate Planning Documents? At the end of document signing appointments, when the final stamp and seal have been set, clients often inquire about the “right time” to review or refresh their plan. While our answer may be a bit different for...

Sandwiching is Fiscally Difficult: What Can You Do?

by Attorney Claudia W. Englisby | Feb 10, 2020 | Estate Planning, News

A few years ago, the term “sandwich-ed” became a popular one-word depiction of adult children serving as the “middle” of a sandwich, between two pieces of bread: one side is caring for aging parents and the other is taking care of their own younger children. An...

Overview of Guardianship and Conservatorship in Connecticut

by Attorney Claudia W. Englisby | May 14, 2019 | Estate Planning, News

Overview of Guardianship and Conservatorship in Connecticut The terms Guardianship and Conservatorship are often stumbling blocks for parents and professionals alike. While individuals are generally familiar with these terms, the question of whether an individual...

Avoiding Issues Gone Wrong in Estate Planning, Part Two

by Attorney Claudia W. Englisby | Mar 25, 2019 | Estate Planning, FAQ, News

A blog series from the planning team at Disability Planning Partners, Inc. Sally hired a lawyer to draft her Will giving her assets to her daughters, Sue and Sheila, but her largest assets passes to Sally’s brother when she dies. What?! Sally’s Will gives everything...

Avoiding Issues Gone Wrong in Estate Planning, Part One

by Attorney Claudia W. Englisby | Mar 11, 2019 | Estate Planning, FAQ, News

A blog series from the planning team at Disability Planning Partners, Inc. “Oh no, why can’t I use the Power of Attorney to get the Will out of the safety deposit box?” A Power of Attorney document is an incapacity planning document which gives “your person” (legally...

State Budget Seeks to Close Housing Gap for Individuals with Intellectual Disabilities and Autism

by Attorney Claudia W. Englisby | Feb 22, 2019 | Estate Planning, News

Families served by the Connecticut Department of Developmental Services (DDS) are accustomed to holding their breath on the eve of State budget proposals. Over the years, the State budget has resulted in drastic cuts to DDS services, most profoundly impacting...