Shalloway and Shalloway, P.A.

Category Archives: Uncategorized

Document with title medicaid eligibility.

Understanding the Five-Year Look-Back for Medicaid Eligibility

By Mark Shalloway |

We previously discussed some of the common misconceptions clients have about Medicaid planning.  One area we mentioned merits further discussion:  the individual net value maximum and the five-year look-back period for Medicaid eligibility.  Read on for an explanation of the look-back, and reach out to a dedicated West Palm Beach Medicaid planning and elder… Read More »

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Government May Start Monitoring Social Media of Disability Applicants

By Mark Shalloway |

Needs-based governmental benefits such as Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), and Medicaid can be a vital and necessary part of a retirement plan, especially if the person has a disability.  The current federal administration has, however, become increasingly concerned over claims that the programs are being abused.  Whether the claims… Read More »

Savings account word cloud

Updates to ABLE Account Rules

By Mark Shalloway |

Achieving a Better Life Experience (ABLE) accounts are savings accounts designed for individuals with disabilities to assist them in saving money and building savings and retirement funds without damaging their ability to receive government benefits such as social security and Medicaid.  Recent changes to the federal rules governing ABLE accounts now enable account holders… Read More »

medicaid planning in Florida

Common Misconceptions About Medicaid Planning in Florida

By Mark Shalloway |

Clients often come in with questions about Medicaid eligibility or the effects of Medicaid for themselves or their family members, frequently with misconceptions based on things their friends have told them.  It is important to clear up any misconceptions you or your family may have with the help of a knowledgeable West Palm Beach… Read More »

New rules to Florida special needs trust law

Changes in Florida Special Needs Trust Law

By Mark Shalloway |

Special needs trusts, also called supplemental needs trusts, can be an essential part of any estate plan that includes family members with a disability, particularly special needs children.  Special needs trusts allow you to leave money to a family member who receives public benefits such as Medicaid without causing the beneficiary to become disqualified… Read More »

estate planning with tiles against building background

What Qualities Do Contested Wills Often Share?

By Mark Shalloway |

If you’re in the process of drafting a will, you probably want to do all you can to ensure that the assets in your estate are distributed as quickly as possible to your chosen inheritors. One of the major obstacles to distributing the property contained in an estate is a legal challenge to the… Read More »

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Governor Attempting to Change Rules on Applications for Medicaid in Florida

By Mark Shalloway |

Florida Governor Rick Scott has recently applied with the federal government for a change to the Florida Medicaid program. Read on to learn about the possible changes to the law, and speak with a Florida special needs and elder law attorney to learn more. Earlier this year, Gov. Rick Scott requested a change to… Read More »

Veteran Affairs Health Benefits Application with pen and stethoscope on side

Veterans Affairs Now Offers Aid & Attendance Benefits for Traumatic Brain Injury Victims

By Mark Shalloway |

The Department of Veterans Affairs has recently announced that it will be providing regular Aid and Attendance benefits for a new class of injury beginning on June 7, 2018. Read on to learn more about the changed rule, and contact a knowledgeable VA-accredited Florida attorney for more information. VA Aid and Attendance benefits, also… Read More »

Social Security Payments

Social Security Payments Increase, but Recipients May Not See Benefit

By Mark Shalloway |

Social Security recipients typically receive a cost of living adjustment each year to the amount of their monthly check. For several years, that adjustment has been either very minor or nonexistent. However, the Social Security Administration announced that it would be providing a more-substantial 2% increase in 2018. Unfortunately, many Social Security beneficiaries have… Read More »

helping aging mom

Assisting Aging Parents in Moving to a New Home

By Mark Shalloway |

If your parents have recently reached an age where they can no longer manage to care for both themselves and their home, you may be thinking through what steps you’ll need to take to help them transition into a new living arrangement. Helping your senior parents move out of their longtime home can be… 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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