Monthly Archives: February 2020

A Hint and a Heads-up – You Never Know if Nursing Home Care might be needed!

Recently, I have been handling a Medicaid application for a senior who, sadly, must remain in a nursing home. His family includes his wife and an adult developmentally disabled child (both physically and intellectually) since birth. The clients’ disabled son receives services under OPWDD under Self-Direction. An individualized ‘budget’ was created for their son based [...]

By |2020-02-27T19:31:55+00:00February 27th, 2020|Medicaid, Nursing Home, Special Needs Planning|0 Comments

A New Decade, A New Year Update for 2020

A few legal updates for your consideration as we enter our new decade: Retirement The SECURE Act of 2019 makes important changes to retirement accounts. The age at which required distributions must be taken is increased from age 70 ½ to age 72 for persons who turn 70 1/2 after December 31, 2019. The Act [...]