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.

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...

The Importance of Proactive, Patient-Driven Geriatric Medicine

with Dr. Louise Ye-Liew, D.O.

  • 11 September 2019
  • Author: IEP Team
  • 0 Comments
This week we welcome Dr. Louise Ye-Liew, D.O., to Senior Matters Radio and to the Treasure Valley! Dr. Ye specializes in geriatric medicine and her practice will focus on individuals 65 years old and above. She is dedicated to seeing her patients as a whole and working in partnership with...

Celebrity Will Watch and Expensive Deaths

with Carly Ward

  • 27 August 2019
  • Author: IEP Team
  • 0 Comments
  What do Prince, Aretha Franklin, Whitney Houston, and Carrie Fisher all have in common? Their wills are confusing and complicated! Listen to today's episode to learn about dramatic celebrity estate planning and which states are most deathly expensive with Carly Ward, IEP's...

Introduction to Estate Planning in the Magic Valley

with David Taylor of Twin Falls Estate Planning

  • 27 August 2019
  • Author: IEP Team
  • 0 Comments
David Taylor, the attorney at Twin Falls Estate Planning, joins Mark Wight today to review estate planning basics. Turns out planning in the Magic Valley isn't so different from planning in the Treasure Valley!   Contact David Taylor...

In-Home Healthcare Services

with Sarah Rushton of Healthy Living at Home

  • 31 July 2019
  • Author: IEP Team
  • 0 Comments
This week, Mark Wight and Sarah Rushton, of Healthy Living at Home, talk about aging in place and how in-home services can assist seniors with that goal. Sarah explains how special the healthcare community is in Treasure Valley, and how the collaboration and communication within it benefits...
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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.