Tom was referred to a financial advisor by a social worker at the nursing facility where his Father, Joseph, was receiving rehabilitation after a fall. The advisor met with Tom and discussed a pension benefit his Father might be able to receive through the Department of Veteran Affairs.
Read MoreMary and Ed had been married for 63 years. Ed and Mary had an adult disabled child Jennifer. Mary was receiving nursing home care, at a cost of $6,500 per month. Ed was residing in an assisted living facility, at a cost of $3,500 per month. Their goals were to provide for their own long-term care, while preserving the house for Jennifer. However, they were worried that their assets would be exhausted quickly.
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