Protected Family's Home and Assets from Medicaid
Apr 05, 2017OUTCOME: Helped Joe protect his home and assets
Joe came to us in 2017, concerned about protecting his home and savings because dementia ran in his family. He owned a $300,000 home and had about $200,000 in savings. We recommended a plan that would ... safeguard his assets in the event he ever needed long-term care. Fortunately, Joe moved forward with the plan. Fast forward to today—Joe’s health has declined, and he now needs nursing home care, which costs nearly $10,000 a month. But thanks to the steps he took back in 2017, Joe didn’t have to spend down his life savings or sell his home. Everything we helped him protect is still intact, and his daughter Emily has peace of mind knowing her father is receiving the care he needs without the added financial stress. Stories like Joe’s are exactly why I’m so passionate about this work. Planning ahead makes all the difference—for you and for the people you love.