Shalloway and Shalloway, P.A.

Recent Blog Posts

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High-Income Surcharges for Medicare

By Mark Shalloway |

The federal government’s means testing can have a substantial impact on the life of any Medicare recipient, since it can affect whether or not that individual qualifies for Medicaid, as well as whether they’ll pay even more each month through a surcharge. Read on to learn more about when surcharges are imposed, and speak… Read More »

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Experts Create Estimated Lifetime Costs of Medical Care for Medicare Recipients

By Mark Shalloway |

Even when federally subsidized, quality medical care comes at a high cost. A recent study by the Employee Benefit Research Institute (EBRI) calculated the amount that seniors should save in order to afford their medical coverage, depending on their overall health and need for care, and the amounts of required savings were shocking. Read… Read More »

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Are There Legal Problems with Using Form Wills?

By Mark Shalloway |

So, you’ve decided to create a will—congratulations on taking an important step in planning for the future. You might find yourself wondering whether creating your own will, either by writing it yourself or using an online form, is a good way to save money on legal fees. Do-it-yourself wills can actually bring on a… Read More »

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Can’t My VA Claim Go Any Faster?

By Mark Shalloway |

If you’ve applied for benefits from the Department of Veterans Affairs (VA), you probably already know to expect a long wait for your claim to get considered, and you may need to request a review of the VA’s rating of your illness even after the claim has been assessed. Read on to learn more… Read More »

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Individuals with Disabilities May Now Establish Their Own Special Needs Trusts

By Mark Shalloway |

In the past, a self-settled special needs trust (SNT) could only be established by a parent, grandparent, guardian, or court. On December 13, 2016, the 21st Century Cures Act (H.R.34 — 114th Congress (2015-2016)) changed that. Section 5007 of the Act, titled “Fairness in Medicaid Supplemental Needs Trusts” incorporates language from the Special Needs… Read More »

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New Federal Rules Offer Expanded Protections and Rights to Nursing Home Residents

By Mark Shalloway |

There are few populations as vulnerable to abuse and mistreatment as an elderly resident of a long-term care facility or nursing home. Fortunately, the federal Department of Health and Human Services (HHS) has recently begun a multi-phase introduction of new rules which will expand the rights of residents in assisted living facilities while also… Read More »

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Selecting a Trustee

By Mark Shalloway |

Making the choice to create a trust can be a great way to provide for your loved ones long after you pass on. One important component in ensuring that these assets last long enough to provide financial support to the people and causes you care about is the identity of the person you’ve selected… Read More »


2017 Cost of Living Adjustment for Social Security Recipients Announced

By Mark Shalloway |

Each year, the Social Security Administration (SSA) announces how much it plans to increase the amount of monthly Social Security retirement benefits to keep the amount of benefits on pace with nationwide increases to costs of living. For 25% of all Social Security recipients who are 65 or older, the monthly benefit checks constitute… Read More »


New Rule Prevents Nursing Home Patients and Residents from Being Forced into Arbitration

By Mark Shalloway |

Under a new rule established by the Centers for Medicare and Medicaid Services (CMS), nursing homes and assisted living facilities which receive federal support will no longer be able to require that patients or residents go to arbitration when they have a legal claim against a facility. These injured or otherwise-wronged individuals will now… Read More »


Failure to Improve Still Being Used as Reason for Denying Coverage

By Mark Shalloway |

After a serious injury, such as a fall or stroke, many elderly Medicare recipients need skilled nursing or rehabilitation for a period of time to regain strength and mobility. Medicare covers short-term rehabilitation and skilled nursing services, but for years, coverage for these services was denied where a beneficiary failed to show improvement. Despite… Read More »

Shalloway & Shalloway, P.A., is located in West Palm Beach, FL and serves clients in Palm Beach, Broward, Dade, Okeechobee, Martin and St. Lucie Counties.

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