Professional Resources
Here are professionals that serve as a resource for advisors and clients on tax and legal issues:
Attorney Brendan F. Daly
Attorney Amanda Gilbert-Largent
Attorney Amanda Gilbert-Largent
Attorney Amanda Gilbert-Largent practices at Wiley Etter Doyon, LLC in North Haven. She
focuses on estate planning, estate administration, and elder law and is a member of the
Connecticut Bar Association’s Trusts and Estates and Elder Law Sections. Amanda’s passion
has always focused on finding creative and personalized plans for her clients and firmly believes
that no two estate plans are the same.
Contact information:
97 Washington Avenue, Suite 2
North Haven, CT 06473
Visit us at https://wileylegal.com/
ALYSON ALEMAN
STEPHEN O. ALLAIRE
ATTORNEY STEPHEN O. ALLAIRE
ATTORNEY Stephen O. Allaire is the manager of the law firm Allaire Elder Law, LLC in Bristol, where he practices elderly law and elder care. Attorney Allaire Deals with Medicaid law, Veterans benefits, trust and estate planning and administration, home and asset protection, Medicaid applications and appeals and special needs trusts for those with disabilities.
MARCIA L. HESS
ATTORNEY MARCIA L. HESS
Attorney As the co-founder of Kraner & Hess LLC in Avon, Marcia L. Hess has devoted her entire legal career to working with seniors and their families. Since 1999 she has practiced as an Elder Law attorney, focusing on estate planning, long-term-care planning and advocacy, probate issues, special needs trusts, and real estate.
JOAN REED WILSON, ESQ., MANAGING PARTNER
ATTORNEY JOAN REED WILSON, ESQ., MANAGING PARTNER
Attorney Attorney Joan Reed Wilson, a member of the National Academy of Elder Law Attorneys and accredited with the VA, is the managing partner of RWC, LLC, Attorneys and Counselors at Law. RWC represents individuals and families in the areas of estate planning, elder law, Medicaid/Title 19, wills, trusts, real estate, and probate. RWC has offices in Clinton, Middletown and North Haven and prides itself on its ability to provide experienced legal services with compassion and understanding.
DEAN ANATRA, CPA
DEAN ANATRA, CPA
Certified public accountant Dean Anatra has over 27 years’ diverse accounting experiences, Dean Anatra CPA, LLC specialize in individual tax needs including proactive planning and tax return preparation, as well as assist in responding to IRS notices and audits, sales tax service, business startup services, and the list continues.
MICHAEL BERRYMAN, CPA
BRYAN J RICCI, CPA, CFP ®
BRYAN J RICCI, CPA, CFP ®
Bryan J Ricci CPA CFP ®, from Ricci & CO CPAs and Consultants, has over 30 years of experience and views every client relationship like a partnership. He is committed to servicing you and your financial needs with diligence and integrity. Ricci & CO CPAs provides a variety of services including; Financial planning, Income tax preparation for individuals and businesses, IRS and State audit representation, payroll reporting and so on.
Jeffrey D. Noll College Planning Specialist
Jeffrey D. Noll College Planning Specialist
College Planning Specialist Jeffrey Noll has over 15 years experience in the field of higher education. His firm, College Planning USA helps families find the best college for their students, based on academic, social & financial fit. Knowing how stressful planning for, and paying for college can be, their process has developed into a program used by Corporate America to help lower the stress for their employees. Their college planning platform can be found in corporate Financial Wellness programs, and as part of one of the largest national Employee Assistance Programs (EAP).
Students working with College Planning USA have received more than $140,000,000 in scholarships and grants on an annual basis. This has helped families lower their out of pocket expenses, and avoid significant college related debt. On the college debt issue, College Planning USA also has different options available to help families struggling with this burden. They can help lower monthly payments, and have some or all debt forgiven.
Alyson R. Marcucio
Alyson R. Marcucio
Alyson R. Marcucio is a partner at Chipman Mazzucco Emerson LLC with offices in Danbury, Southbury, and Westport, Connecticut. She practices in the areas of Estate Planning (Wills, Trusts, Incapacity documents), Elder Law (Medicaid), and Probate (estate and trust administration and conservatorships). She is a member of the Western Connecticut Area Agency on Aging, the National Academy of Elder Law Attorneys, and Connecticut Bar Association Elder Law Section.
Contact Information:
Ridgebury Corporate Center
44 Old Ridgebury Road, Suite 320
Danbury, CT 06810-5107
Southbury Office
900 Main Street South, Suite 102
Southbury, CT 06488-2210
Real-estate Agent - David Sweeney
Real-estate Agent - David Sweeney
David Sweeney is a full-service real estate broker with over 20 years of experience. He specializes in investment real estate, buy and hold, flipping, commercial properties. He is licensed in 12 states and has closed over 10,000 transactions. He has been awarded the highest award for sales 9 years in a row.
David M. Sweeney SFR, CRS, ABR|Broker of Record
Licenses:
Delaware, License # RB-0020070, Maine, License # BR921361, Maryland, License # 658532 Massachusetts, License #151535, New Jersey, License # 0120759, New York, License # 10311205301 Pennsylvania, License # RM422060, Rhode Island, License # REB.0018596, Washington DC, License # PB98376606, West Virginia, License # WVB190300552 Virginia, License # 0225243285
991 US Hwy 22, Ste 200
Bridgewater, NJ 08807