Our client and her son came into our office, having been referred by her estate planning attorney. Our client had been paying for her husband who had been in a nursing home for several years. While they had been well off, she was getting nervous since she was depleting her life savings paying for her husband's care and was leaving no money for herself to live.
We came up with a plan that protected both our client's home and her vacation home in Florida, as well as conserving most of the remaining investment assets to support her for the remainder of her life. We were also able to obtain MassHealth benefits for her husband. The application process took time, but our client readily provided all of the necessary information and documentation. Most importantly, she had peace of mind that she had done everything she could to provide for her husband and to protect herself.