VA Planning

Qualifying for VA benefits can be an overwhelming and confusing process. Our experienced team will help you get the benefits you deserve while preserving your assets for your family and loved ones.

The Six Basic Estate Plans

  • 23 March 2019
  • Author: IEP Team
  • 0 Comments
Learn about the six main types of basic estate plans that people can use to plan and protect their future.

I Just Have a Quick (Estate Planning) Question Part 3

with Bill Poulsen

  • 16 March 2019
  • Author: IEP Team
  • 0 Comments
The last episode in a 3 part series, Mark and Bill wrap up the last of the frequently asked questions they receive about estate planning.  

How Do You Feel About Pi(e)?

  • 14 March 2019
  • Author: IEP Team
  • 0 Comments
It's Pi Day this month and that's got us thinking about all kinds of pie: apple, cherry, chocolate, AND your own personal pie. The kind you may want to share in a specific way or preserve for future generations. Tune in to hear how good estate planning means you say how that pie is...

I Just Have a Quick (Estate Planning) Question Part 2

with Bill Poulsen

  • 2 March 2019
  • Author: IEP Team
  • 0 Comments
Join in as we continue on with our most common frequently asked questions about estate planning. Mark Wight is joined again by Bill Poulsen. 

I Just Have a Quick (Estate Planning) Question

with Bill Poulsen

  • 23 February 2019
  • Author: IEP Team
  • 0 Comments
There are so many times we get asked questions about estate planning, wills, aging in place, and more. Listen in to hear Mark and Bill go over some of these most frequently asked questions.
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What Is VA Planning?

VA Planning is for Veterans or Surviving Spouses of Veterans that are in need of long term care or who may be planning for long term care. Some tools that may be used in VA Planning may include:

  • Last Will and Testament
  • Revocable and Irrevocable Trusts
  • Irrevocable trusts
  • Testamentary Trusts
  • Special Needs Trusts
  • Caregiver Agreements
  • Powers of Attorney
  • Advanced Directives

Is VA Planning Right for You?

  • You are a Veteran that has served at least 90 days active duty and one of those days was during a war period.
  • You are a spouse of a Veteran who served at least 90 days active duty and one of those days was during a war period.
  • Veteran received a better than dishonorable discharge.
  • Need long term care or planning for long term care.
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Frequently Asked Questions About VA Planning

What and who is involved in VA Planning?

What and who is involved in VA Planning?

When planning for the Veteran pension benefit it is best to involve an VA accredited attorney that specializes in VA Pension Planning. You will be involved, directly, in the planning and will be determining who you want to help handle your estate while working to get the VA Pension Benefit. These individuals can be family members, friends or professionals who have a certain skill set to handle your affairs.

Isn’t VA Planning just for Veterans?

Isn’t VA Planning just for Veterans?

It is for Veterans and surviving spouses of Veterans who have not remarried.

How is VA Planning different from other kinds of planning?

How is VA Planning different from other kinds of planning?

VA Planning is specifically for Veterans and their surviving spouse. The VA Benefit is a special benefit available to help Veterans (and their surviving spouses) to help pay for long term care.

What options do I have at this point?

What options do I have at this point?

The earlier you start planning, the more options you have. Plan while you can!

How much will VA Planning cost?

How much will VA Planning cost?

Veterans Planning can start at about $2,500 and go up to $20,000. However, there is no charge for filing the application with the Veteran’s Administration.

How often will I need to update my plan?

How often will I need to update my plan?

Making sure you are compliant with rules laid out by the VA, it is very important to review your plan annually. Our firm offers an annual Veterans Protector Program that will help you stay compliant with VA.