Our biggest challenge is helping clients create estate plans that will work today and tomorrow. For most of us things change: our perspective changes, our health changes, our thinking changes—not to mention changes in our beneficiaries’ lives and changes in the...
We are excited to announce our Annual Client Meeting will be live this year! After three years of hosting this event via Zoom, we are celebrating at the Montshire Museum of Science in Norwich on Thursday, May 18, 2023 at 5:30-7:30 p.m. We invite you, your family and...
By Jill Roamer, J.D., CIPP/US If an individual receiving Supplemental Security Income (SSI)* receives certain types of payments, those payments must be reported to the Social Security Administration (SSA) and their benefits may be reduced, often quite significantly....
In the chilling words of several George R. R. Martin’s Game of Thrones characters, “Winter is coming.” And winter is certainly here and with that comes a change in driving conditions in much of North America—slippery roads, ice, snow, diffused sunlight during the...
