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.

Don't Give Up Hope- Alzheimer's Disease and a Mind for All Seasons

with Eric Collett, CEO & President, and Randy Vawdry, NP-C and Principal &Chief Medical Officer, of A Mind for All Seasons

  • 23 May 2019
  • Author: IEP Team
  • 0 Comments
In this episode, Mark discusses brain health with Eric Collett and Randy Vawdry of A Mind for All Seasons. Listen to learn that there are always options when it comes to taking care of our brains and the brains of our loved ones.  The resignation of, "There's nothing we can...

Saint Alphonsus Health and Aging Expo

with Brandie Kramer- Program Coordinator- Senior Outreach, Community Health & Well-Being

  • 17 May 2019
  • Author: IEP Team
  • 0 Comments
Brandie Kramer -Program Coordinator, Senior Outreach, Community Health & Well-Being for St. Alphonsus Hospital- joins Mark today to discuss the upcoming "Health and Aging Expo" hosted by the Saint Alphonsus Regional Medical Center. The "Health and Aging...

Gifting and Taxes

with Mark Wight

  • 2 May 2019
  • Author: IEP Team
  • 0 Comments
In this week’s episode, Mark Wight helps us navigate the complicated relationship between gifting and taxes. Leaning on his years of experience, Mark advises us on what to do and what NOT to do when it comes to gifting and avoiding the extra taxes that can come with gifting. ...

Trusts for Special Needs

with Mark Wight

  • 2 May 2019
  • Author: IEP Team
  • 0 Comments
In the past, parents have been advised to disinherit their children with specials needs so those children could continue to qualify for Medicaid. Well, Mark has news for you; there’s a trust out there to fit your needs! Don’t listen to the advice to cut off your child from their...

Nominate Your Hero for the Caregiver of the Year Award with HAPPEN Idaho!

with Aaron Flake and Lisa Kuhr

  • 25 April 2019
  • Author: IEP Team
  • 0 Comments
You are invited to recommend an extraordinary person in your life for the Caregiver of the Year Award through HAPPEN Idaho! HAPPEN stands for Healthcare Associates Providing Positive Education and Networking and has been serving the Boise area since 1997. It is a unique, local non-profit that...
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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.