Senior Health and Wealth Preservation and Protection
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The best time to plant a tree was 20 years ago. The second best time is now.
Chinese Proverb
Dale Drury -Owner
Dale is married and lives in the Rocklin area with his wife Debi. They have six children ranging in age from 14 up to 33 years old, so Dale is very qualified to work in controlled chaos. They enjoy going to the beach and going to the mountains and spending time with their family.
Dale says "I really enjoy what I do. I have a real impact in a family's life by giving them peace of mind as I help them navigate their loved one's financial care. This is accomplished in four ways.
First, is to minimize the stress level for the family during the process.
Second, triggering any benefit we can get the loved one through the federal or state government.
Third, is to minimize their out-of-pocket expenses.
Fourth, is to protect property and assets.
I become a real friend to the durable power of attorney for finances, who is typically one of the kids. They’re very busy in life anyway, and now they’ve taken on a responsibility that they have no training for and I find that they truly appreciate the guidance I can provide them. I have 10 years of experience with helping families with VA benefits and Medi-Cal benefits. This can save the family a lot of money over the rest of the life of that loved one."
A Lesson and a Laugh!
VA Aid and Attendance Allowance
Overview
Military Obligation
Asset Limitation
Medical Need
Income Vs. Unreimbursed Medical Expenses
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