Elder Law

Ten Timely Tips To Avoid Family Squabbles

By Joan Reed Wilson, Esq. In our estate planning, probate and elder law practice here at  RWC,  LLC, Attorneys and Counselors at Law, we often see family squabbles that erupt because of unmet expectations. Many of these expectations involve emotionally-valuable personal property. And many of them erupt after the passing of a loved one. In many instances, had the family discussed these expectations prior to their loved one’s passing, these squabbles (some of which end up severing family relationships for a lifetime) could have been avoided.  With the holidays upon us, we urge you to use these tips. Please feel

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False Facts Friday Issue 1: If I Don’t Protect My Money, the State Will Take It

By: Joan Reed Wilson, Esq. Welcome to this edition of FALSE FACTS FRIDAY. In my twenty years of practicing law, I have heard some very incorrect and inaccurate information, which many people believe to be true, sometimes to their detriment. With this periodic blog, I hope to spread the truth. FALSE FACT Vol. 1, Issue 1:   If I don’t protect my money, the State will take it. This is probably the most common “inaccurate” statement that I hear in my elder law practice. We do help clients protect their assets, but not because the State will take them if you

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MEDICARE ADVANTAGE PLANS: The Good, the Bad and the Ugly

Earlier this month, the Centers for Medicare & Medicaid Services (CMS) announced that beginning in 2019, Medicare Advantage plans will cover supplemental non-skilled home benefits that include daily maintenance. This is the first time that CMA has allowed a service that covers daily maintenance to be eligible as a supplemental benefit. The Agency stated that “under the new definition, the agency will allow supplemental benefits if they compensate for physical impairments, diminish the impact of injuries or health conditions, and/or reduce avoidable emergency room utilization.” “Our priority is to ensure that our seniors have more choices and lower premiums in

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SENIOR TAX RELIEF PROGRAM APPLICATION INFORMATION

SENIOR TAX RELIEF PROGRAM 2018 By: Joan Reed Wilson, Attorney at Law The State of Connecticut Homeowner’s Tax Relief Program provides real estate tax relief for seniors and disabled homeowners who qualify. Qualification depends on the homeowner’s age and gross income. If you or someone you know is over age 65 (or has been deemed disabled) and had income in 2017 that was less than$43,000 (married) or $35,300 (unmarried), be sure to visit your Town’s Assessor with your completed 2017 tax return as soon as possible to complete the necessary application. The application period expires on May 15, 2018.   For more

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Proposed Changes to Veteran’s Benefits Could Affect Elderly

The Veteran’s Aid and Attendance (A&A) Pension provides benefits for qualified veterans and their surviving spouses who require the regular attendance of another person to assist in eating, bathing, dressing and undressing or taking care of the needs of personal hygiene (known as Activities of Daily Living). This could include home care or care in a facility. There are several levels of qualification. Currently, in very general terms, the veteran must have served in active duty for at least 90 days, one of which must have been during a defined wartime period, a physician must verify that the applicant requires

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The Benefits of Care Coordination & Advocacy: One Couple’s Story

The Benefits of Care Coordination and Advocacy Mary and Wade’s Story By: Attorney Joan Reed Wilson Earlier this month, we announced our new focus area called Life Care Planning, which developed out of our estate planning and elder law practices. Life Care Planning is a revolutionary new way to respond to the challenges created by long life, long-term illness or disability. A Life Care Plan helps you get the best possible care for your loved one in the least restrictive environment–while preserving your loved one’s wealth to the greatest extent possible. Bundling asset protection, public benefits qualification, care coordination, nursing

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