This is huge. It may sound like a good idea for veterans to sell their homes before going into a retirement village or even moving in with a relative, but this is where my friend Julian Gray says you can end up losing your benefits for years.
It's one of the biggest mistakes Julian and his team of Certified Elder Law Attorneys see and it happens all the time.
Watch the video on this page to see our candid conversation about how that home sale can impact your retirement and how you can keep it from happening.
There's one major warning here, and it's to make sure you take action BEFORE you sell the home or other properties.
Julian also joined me on "The Big K Morning Show" to let folks know why it's so important to be prepared.
Julian Gray Associates provides personalized solutions in the areas of elder law, estate planning and special needs planning.
With eight Certified Elder Law Attorneys and a team of professional staff members, we handle a large variety of elder law matters throughout western Pennsylvania. We have the knowledge and resources needed to handle all types of Medicaid planning and disability planning issues, as well as estate law matters ranging from simple to complex.
Whenever possible, we favor integrated elder law solutions that draw upon multiple sources of funding, such as Medicaid, veterans benefits, long-term care insurance and personal estate planning provisions. Whatever your situation, Julian Gray Associates will carefully analyze your needs and work to achieve your goals in a way that is right for you.