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Document with title medicaid eligibility.

What is the Medicaid Community Spouse Resource Allowance?

By Shalloway & Shalloway |

According to studies, more than 50% of Americans will end up in a nursing home or other long-term care facility after age 65.  As we have previously discussed, long-term care is incredibly expensive.  For many people, the only way to reasonably expect to afford long-term care is through government needs-based funding like Medicaid.  There… Read More »

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Rising Nursing Home Costs a Reminder of the Importance of Medicaid Planning

By Shalloway & Shalloway |

Long-term care after retirement is expensive, often prohibitively so. Nursing home care can cost upwards of $100,000 or more annually, depending on location and type of facility. While Medicare covers some medical costs, it does not cover long-term care in nursing homes. For many people, the only way to afford long-term care as a… Read More »

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Understanding the Five-Year Look-Back for Medicaid Eligibility

By Shalloway & 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 Shalloway & 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. Special needs planning might need to take into account social media activity from this point forward. SSA Considers Reviewing Social… Read More »

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What Can a Special Needs Trust Pay For?

By Shalloway & Shalloway |

West Palm Beach special needs and elder law attorney for more information. Special Needs Trusts Can Be Used to Pay for a Much Wider Variety of Expenses Than Government Funds Broadly, special needs trust funds can be used to pay for things like education, recreation, counseling, and medical treatment beyond the basic necessities of… Read More »

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Updates to ABLE Account Rules

By Shalloway & 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 »

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medicaid planning in Florida

Common Misconceptions About Medicaid Planning in Florida

By Shalloway & 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 »

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New rules to Florida special needs trust law

Changes in Florida Special Needs Trust Law

By Shalloway & 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 »

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4 Life Events That May Prompt Revision to Your Estate Plan

By Shalloway & Shalloway |

Creating your estate plan is not a one-time event. Your last will or trusts should be reviewed regularly to ensure that your property will go to those you care about most. Aside from regular updates every few years, there are certain life events that should prompt you to revise your estate plan. Learn more… Read More »

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Including Digital Assets in Your Estate Plan

By Shalloway & Shalloway |

More and more of our lives take place not in the physical world, but in the digital world. We store important personal and financial information on our computers or in the cloud. We save photos and videos digitally, or post them on social media sites, without ever creating a physical copy. We pay bills… Read More »

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