Getting Medicare Food Benefits
Entrusted Legacy Law
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Dec 29, 2022
Pennsylvania - Greater Pittsburgh Area
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As people age, accessing healthy meals can become more challenging. According to Feeding America, one in five older adults was food-insecure in 2020. Some older adults struggle with affording healthy foods, whereas others have difficulty going to the grocery store and preparing meals when recovering from an illness or injury.
Although original Medicare does not offer food benefits, some Medicare Advantage plans provide a grocery allowance or cover meal delivery. Some programs also include nutrition education and cooking classes.
Certain Medicare Advantage plans may provide Part C food benefits in addition to Part A hospital, Part B medical, and Part D prescription drug coverage. They may also supply vision, dental, and hearing coverage. The Medicare Advantage plans available to you depend on your state.
Medicare Advantage
Medicare Advantage differs from traditional Medicare, as private companies contract with Medicare to offer Medicare Advantage plans. Plans vary, and finding insurance that fits your unique needs is essential.
Potential enrollees should also be wary of predatory marketing practices and evaluate their options before committing to a plan. Even if you qualify for a Medicare Advantage plan with food benefits, traditional Medicare could be a better option for you, depending on your circumstances.
Special Needs Plans
Special needs plans, which tailor membership to beneficiaries who meet specific criteria, offer grocery and meal benefits options.
Qualifying for grocery benefits through a special needs plan generally requires an individual to have an underlying condition. Examples of conditions that can qualify a person for Medicare Advantage food benefits include diabetes, cancer, heart disease, kidney disease, end-stage renal disease, arthritis, an autoimmune disorder, and obesity.
Grocery Benefits
When Medicare Advantage plans have grocery benefits, they typically give beneficiaries a card that they can use to check out at approved stores like Kroger and Walmart.
The benefits only cover whole foods such as vegetables, legumes, meat, and dairy, as well as pantry staples and water. Only covered food items can go on the card. Enrollees must pay out of pocket for soda, baked goods, and processed foods like chips.
Meal Delivery Services
Instead of grocery benefits, some Medicare Advantage Part C plans cover meal delivery services. Meal delivery services can benefit those who face challenges getting to the grocery store and preparing meals. A service must meet Medicare’s nutritional guidelines for Medicare Advantage to cover it.
Many Medicare Advantage plans only supply meal delivery for a set period. This type of plan can suit those discharged from a hospital or skilled nursing facility who only need help with meals for a set time.
Less common is long-term meal delivery coverage for those homebound with chronic medical conditions.
Other Meal Delivery Options
For older adults who do not qualify for a special needs program with meal benefits or who do not elect to enroll in original Medicare, alternative meal resources are available.
- Meals on Wheels is a federally funded meal delivery program for people aged 60 and above who meet location-specific eligibility requirements.
- You use the Administration for Community Living’s Elder Care Locator to find meal delivery organizations.
Speak with us to access your options before selecting a Medicare Advantage program with grocery or meal benefits.
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Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide greater flexibility, but a joint trust can be structured so that when one spouse passes away, the trust is split into two sub-trusts: a survivors trust and a decedents trust. This arrangement provides the surviving spouse with the same versatility that separate trusts offer. The surviving spouse has full control over their survivors trust, but may have limited control over the deceased spouses accounts and property that make up the decedents trust. Decedents Trust and a Survivors Trust A survivors trust is a middle ground between a joint trust and separate trusts. If a couple chooses to combine their assets (accounts and property) into a joint revocable living trust, both spouses will usually be named as trustees and beneficiaries. The joint trust can further stipulate that when one spouse passes away, the trust divides into subtrusts. One of those subtrusts can be a survivors trust. A second subtrust, the decedents trust, will also be created to hold and manage assets owned by the decedent. How a Survivors Trust Works A typical joint trust arrangement lists four types of property, depending on the state in which you live: Joint assets Community property First spouses separate property Second spouses separate property When the first spouse dies, the survivors trust receives one-half of the community property, one-half of the joint property, and all property identified as the separate property of the surviving spouse. The deceased spouses half of the community property and joint property, along with their separate property, may be funded into the decedents trust with its own set of instructions. The trust agreement could also state that all of the deceased spouses property will go into the survivors trust instead of going into a separate subtrust. Reasons to Have a Survivors Trust Regardless of exactly how the joint trust assets are allocated, a crucial distinction is that a survivors trust is revocable, while the decedents sub-trust is irrevocable. This means that the surviving spouse retains full control over the survivors trust. They can alter the terms of the trust however they want. For example, they can add and remove assets, change beneficiaries, appoint new trustees, or terminate the trust. The surviving spouse can also completely change the terms of the survivors trust in its entirety. While the surviving spouse may be the beneficiary of the decedents trust, the surviving spouse will likely have less control over the management of assets in the decedents trust. This allows the deceased spouse to put protective measures in place while they are alive to make sure that their assets are managed the way they want and that someone cannot change the rules after they pass away. This can be helpful for clients who are worried about their spouse remarrying after their death and to ensure that assets that remain at the surviving spouses death go to a predetermined person. The purpose of any trust is to take care of loved ones and protect assets from costly probate and taxes. To discuss an estate plan that meets your goals, please schedule your appointment with our Estate Planning attorneys - 724-375-4005.
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Entrusted Legacy Law
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