One’s finances need not be devastated by needing to pay for nursing home, assisted living, or a personal care assistant in the home. Planning well in advance is crucial though due to look-back periods where asset transfers out of one’s name must not have taken place, to meet resource and eligibility levels. Meadowbrook has ample knowledgeable in this area, and in many circumstances we will work with third parties to assist clients in taking the steps to protect their assets from medical depletion.*
*As a Registered Investment Advisor, MWM does not offer legal advice, but rather may recommend and work with credible consultants and attorneys familiar to us, upon client’s acceptance and engagement. No formal relationship exists between MWM and any other firm or practice.