Needs-Based Benefits

Common Mistakes When Planning for a Disabled Family Member

There are 58 million Americans five years of age or older that are identified as special needs making them the largest single minority in this country. The majority of federal and state benefits available to help persons with disabilities are needs based, meaning income and assets are strictly limited and can often by misinterpreted, resulting [...]

December 11th, 2018|

New VA Rules – How could it affect you?

The following is an urgent message that could impact you or a loved one. On September 18, 2018, the Department of Veterans Affairs (“VA”) published its final rule for needs-based benefits, including the VA pension program that assists many of our clients with long-term care related expenses. For example, any gifts that you made in [...]

September 28th, 2018|