"I worked with Myron, a World War II veteran, and his children seven years ago with Trust planning to help him become eligible for the Aid & Attendance Pension from the VA. When factoring in both his monthly social security and pension checks, the monthly tax-free VA benefits of almost $2,000 per month has allowed Myron to totally cover his monthly care expense at his Assisted Living facility that costs over $4,000 per month. Seven years later, Myron is still living comfortably at that Assisted Living facility and has never had to dip into his hard-earned life savings to pay for his care!"
"I met Peggy in 2011, just as her husband had entered the nursing home permanently. She was terrified of losing their life savings to an $8,000 per month nursing home. Through experienced Medicaid planning, I helped Peggy reposition her assets to allow her to reach nursing home Medicaid coverage almost immediately for her husband's care."
"I assisted the Smith Family five years ago with obtaining Mr. Smith's VA benefits based on his status as Korean War Veteran. Mrs. Smith had been the only caregiver for her husband. and I counseled the family that they could start paying their daughter as a caregiver and still quality for almost $2,300 per month tax-free from the VA. The money from the VA benefits allowed Mrs. Smith to go back to focusing on being a wife, which took the care giving stress off her shoulders"
"I helped Sarah last year with crisis Medicaid planning for her husband, who had developed a debilitating disease that left him requiring nursing home care at the age of 50. Through careful Medicaid planning, including minimizing taxes, I was able to help Sarah reposition assists in order to obtain near immediate coverage for her husband's $10,000 nursing home bill. In the end, instead of paying $10,000 per month and draining their life savings, only the husband's social security disability check of $2,000 per month had to be paid for her husband's care at the nursing home. Fortunately, by allowing Sarah to keep her own significant monthly income AND their combined life savings, she was still able to provide a good standard of living for her two teenage children."