Monthly Archives:' January 2014

Kelly McCrann has joined our family!

I cannot be more thrilled to announce that Kelly McCrann has come to work with me in my new venture!
For those of you who have had the pleasure and privilege of working with Kelly in the past, her reputation precedes her, and she needs no further introduction.  For those of you who will be meeting Kelly for the first time, you will soon feel as blessed as I to have her in your life.

Reminders of Medicaid Figures that were adjusted January 1, 2014

1. The Community Spouse Protected Amount (CSPA), or the amount of Assets in addition to excluded assets that may be kept by the well spouse, is $117,240.00, and the minimum CSPA is $23,449.80. Ask me how to ensure proper spend down and protection of assets so that you or your loved one can qualify for Medicaid!
2. The maximum monthly income that one can receive and still qualify for the Connecticut Homecare Program for Elders (CHCPE) is $2,163.00. However, don’t forget to ask me how to qualify if your income exceeds this amount, with the use of a pooled trust with PLAN of CT.
3. The asset limit for the CHCPE Level 2, State-funded, homecare program is $46,896.00 for a single individual, however we can work with you on a proper spend-down, and if appropriate, the use of a pooled trust with PLAN of CT in order to qualify sooner.