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 Financial Side of Aging at Home, Part 2

with Justin Walker of Adalant Financial

  • 15 January 2020
  • Author: IEP Team
  • 0 Comments
Justin Walker joins Mark Wight for another week and continues his focus on financial education when it comes to aging at home. How can financial planning get you the help you need to stay independent? Justin covers some of the basics and their applications to those who want to age in...

The Financial Side of Aging at Home, Part 1

with Justin Walker of Adalant Financial

  • 31 December 2019
  • Author: IEP Team
  • 0 Comments
  Justin Walker discusses with Mark Wight the financial side of preparing to age at home. After looking at each individual's overall financial situation, it's important to discover where their emotional connections lie and what is important to them. Learn more in this episode...

Caregiver Burnout

with Dr. Randy Moss

  • 28 October 2019
  • Author: IEP Team
  • 0 Comments
Dr. Randy Moss joins Mark Wight on this week's episode of Senior Matters Radio to discuss caregiver burnout and compassion fatigue in family members supporting their loved ones in need. Tune in to learn what the signs of burnout are, what to consider when you become a caregiver, and how to...

Estate Planning Is Really About People

  • 23 October 2019
  • Author: IEP Team
  • 0 Comments
When the word "estate" is mentioned, many people imagine Gone With the Wind style mansions. Yet when it comes to estate planning, an "estate" is just your stuff. If we drill down to the real reasons why estate planning is important, we realize it's not...

DNA Testing's Unintended Consequences

  • 14 October 2019
  • Author: IEP Team
  • 0 Comments
This week, Mark shares stories about DNA testing and its unforeseen impact on families and estate planning. Once familial ties are discovered, there are new factors to consider in your estate planning. Does this mess up all your planning? Mark discusses some subtleties to be aware of and...
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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.