Happy Thanksgiving & Thank You, Veterans!

This has been a very busy few weeks for us all. Karen and I spent some time in Florida learning about helping clients eligible or who soon will be eligible for Medi-Cal. Preserving and protecting assets for the elderly is an important part of planning that, the sooner it’s handled, the more you can save.

This month, we celebrated Veteran’s Day (Nov 11) and the birthday of the United States Marine Corp Nov 10). Semper Fi! In 2010, the President signed a proclamation that henceforth November would also honor our military and their families. The families are the “invisible” servants to our country because they give up so much so their sons, daughters, husbands, wives, dads and moms are able to defend and protect our country and its common interests worldwide.

A heartfelt thank you goes to each and every one of you who actively serve or who is a family member of one of our finest citizens in the military.

I’ve also learned that the Veteran’s Administration has a little known benefit for those veterans eligible to receive up to almost $2,000 per month in aid and assistance. Because it’s a benefit that is easy to qualify for but difficult to navigate to get that that qualification, we are dedicating a certain number of appointments each month to help those who need it find out if they can qualify for all or part of the up to $1949 in monthly benefits. Call us if you’d like to check your status.

Happy Thanksgiving, everyone! And welcome, Joyous Holiday Season. May yours be filled with warmth, love and laughter (and getting everything you want from the Big Guy up North!).  Turkey anyone?

Until next time,

Gerry

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