As families prepare for the challenges of long-term care, few realize that one of the most effective strategies for protecting assets during Medicaid spend-down involves something as practical—and personal—as prepaying for funeral expenses. In Connecticut, Medicaid imposes strict asset limits: individuals must have no more than $1,600 in countable resources to qualify. However, certain expenditures…
We have heard from clients who have received mysterious lump sum deposits into their accounts from Social Security. Recent developments in the Social Security Administration’s Windfall Elimination Provision (WEP) have led to these lump-sum deposits appearing in the accounts of some retirees. While this unexpected windfall may seem like good news, it could have unintended…
Social workers play a crucial role in advocating for and assisting individuals in various stages of life, particularly vulnerable populations such as the elderly. Their duties encompass a wide range of services, including case management, counseling, advocacy, and connecting clients with essential resources. One of the most significant responsibilities of social workers, especially those working…
We have everything you need to know right here! With this insightful breakdown by Elder Law Attorney Joan Reed Wilson, of elder law facts and figures in 2024. Understand how the latest elder law updates will affect you. Get informed and make sure your assets are protected! For those who enjoy numbers over words, this…
We have everything you need to know right here! With this insightful breakdown by Elder Law Attorney Joan Reed Wilson, understand how the latest estate planning and elder law updates of 2023 will affect you. For those who enjoy numbers over words, this article is for you. For those who don’t, read slowly! Related…
November has been designated “National Family Caregivers” month to raise awareness of caregiving issues, educate the community, recognize family caregivers, and increase support for caregivers. In our practice (and in my own family), we see many families who are supporting an aging loved one. It’s what people do, especially for a parent or others who…
