Jana McConnaughhay named Legal Elite 2019

Florida Trend Magazine has named Jana McConnaughhay to its 2019 list of Legal Elite estate planning attorneys. Just one other attorney in Tallahassee has been named to the estate planning list, and just 50 other attorneys in the state Florida. Voting for the list began in 2018; lawyers statewide were asked to name attorneys whom they hold in the highest regard and whom they would recommend to others. This list was reviewed by Florida Trend and an elite panel of attorneys, and the resulting lists represent fewer than 1.3% of the active Florida Bar members who practice in the state.

Lauchlin Waldoch and Jana McConnaughhay named 2019 Super Lawyers®

The 2019 edition of Florida Super Lawyers® has named Lauchlin Waldoch to the list of top Elder Law attorneys and Jana McConnaughhay to the list of top Estate Planning & Probate attorneys in the state. Attorneys are chosen for inclusion after first being nominated by their peers in an anonymous process, then reviewed and evaluated by an independent third-party research company, and finally evaluated by highly credentialed independently chosen attorneys. No more than 5% of attorneys practicing in Florida are chosen for this list.

Kandace Rudd accredited by VA

Waldoch & McConnaughhay, P.A., is pleased to announce that attorney Kandace E. Rudd has been accredited by the United States Department of Veterans Affairs to assist Veterans. The Veterans Administration accredits Veterans Services Organizations (VSO), Attorneys, and Claims agents to ensure Veterans and their families receive suitable representation during the preparation, presentation, and prosecution of a Veteran’s claim for VA benefits. Ms. Rudd assists clients seeking eligibility for VA Aid & Attendance or Housebound increased pension benefits, while also advising clients on current or future eligibility for additional State and Federal benefit programs such as Medicaid.

Waldoch and McConnaughhay sponsors “We Wish You More”

Waldoch and McConnaughhay is proud to sponsor We Wish You More on April 30, 2019. The event, at Goodwood Carriage House from 6-7:30 pm, is being held in honor of National Healthcare Decisions Day. It features Jason Rosenthal, the subject of the essay “You May Want to Marry My Husband,” written for the New York Times by his late wife Amy Krause Rosenthal.

Kandace Rudd to Speak at 2019 Regional Training Symposium

Kandace Rudd, JD, MSW, will speak on Long-Term Care Planning on May 15, 2019, at the 2019 Regional Training Symposium hosted by the Northwest Florida Area Agency on Aging, Inc. and Advantage Aging Solutions. For further information on the symposium, which will be be held May 14-16 at the Hilton Garden Inn in Fort Walton Beach, Florida, call 1-866-531-8011.

Medicare Open Enrollment Begins Soon

Medicare open enrollment period begins October 15 and ends on December 7.

Each year Medicare health and prescription drug plans may make changes to their plans such as cost, coverage, and network providers.  You should review the materials your plan sends such as the “Evidence of Coverage” (EOC) and “Annual Notice of Change” (ANOC) to determine what, if any, changes are being made to your plan. If your plan is changing, you should ensure your plan will still meet your needs for 2019.  If not, open enrollment is the time to change your Medicare health plan and prescription drug coverage.  You can find additional plan information and compare plans at

SHINE (Severing Health Insurance Needs of Elders) provides additional assistance to Florida residents including free, unbiased, and confidential counseling assistance to Medicare beneficiaries, families, and caregivers.  To speak with SHINE volunteer contact the Elder Helpline at 1-800-96-ELDER (1-800-963-5337).  Vsit to locate local open enrollment events in your area.

VA Releases New Draft Rule

The VA has released a draft rule, published September 18, 2018. This rule would dramatically change eligibility criteria for the VA’s Aid and Attendance benefits. Transfers immediately prior to application for the benefit will no longer be possible if the rule passes. Asset limits will be clearer under the rule for those applying, with the non-exempt asset level set at $123,600. The applicant’s primary residence will continue to be exempt unless sold and not replaced within the same calendar year. This rule is not retroactive. Therefore transfers made prior to date of implementation (October 18, 2018) should not preclude eligibility.

Strike A Pose is Bowling for a Cause!

Strike A Pose is Bowling for a Cause!

Strike A Pose is bowling for a cause in Allegro’s 6th Annual bowling league with other organizations and businesses to support the Tallahassee Senior Center.