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.

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...

Real Stories About Pre-Planning

  • 14 October 2019
  • Author: IEP Team
  • 0 Comments
Sometimes real stories help us understand why pre-planning is so important. Mark Wight shares some examples to provide context and demonstrate how pre-planning, and even crisis planning, can bring peace of mind and security for whatever the future may hold. 

No Place Like Home: Pre-Planning to Age at Home, Part 2

  • 26 September 2019
  • Author: IEP Team
  • 0 Comments
Mark Wight address how to pre-plan on multiple levels: physical health, emotional health, financial, and legal. This is the second part in his discussion about how to age at home safely and comfortably. These ideal situations do not happen by accident, so we need to plan ahead. Mark shares some...

No Place Like Home: Pre-Planning to Age at Home, Part 1

  • 26 September 2019
  • Author: IEP Team
  • 0 Comments
Aging at home is the goal of many seniors, especially here in Idaho. Mark Wight explains that the aim to stay in your home can't just be wished into place; it must be strategically planned. Designing your own plan empowers you to extend your time at home and improve your quality of life...

Finding Home in Assisted Living

with Kathleen Little, Chief Experience Officer of The Cottages

  • 11 September 2019
  • Author: IEP Team
  • 0 Comments
From testing out a facility to which questions to ask administrators, learn the best ways to find an assisted living center to call home. Kathleen Little, Chief Experience Officer of The Cottages, joins Mark in offering advice on checking out assisted living for you or your loved...
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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.