As our clients move along the continuum of care cycle from home care to assisted living facilities to nursing homes, the level of care increases along with the cost of providing that care. Without proper planning, those costs could become devastating.
The problem is it is hard to find someone who understands how various assistance programs work, and even harder to find someone who understands how those programs work together. Working knowledge of Veterans Benefits, Medicaid, Social Security, Medicare, Medicare Supplements, Long Term Care Insurance, and the ever present IRS is critical to providing the best advice for the best results. Furthermore, certain legal documents may also be required. Too often most financial planners fall short of the experience necessary to navigate through the jungle of government bureaucracy and financial options available to provide a comprehensive estate planning strategy.
There is a solution. Bill McCarthy & Associates can help.
Call us today for a FREE assessment to determine your eligibility for benefits.