Living Trust - Idaho Estate Planning

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.

Idaho Estate Planning - Potential Hazards of Joint Ownership & Beneficiary Designations

Idaho Estate Planning - Potential Hazards of Joint Ownership & Beneficiary Designations
Figuratively speaking, life is chock full of road hazards. If we know where they are, then we can avoid them. It is the unknown hazards that are the problem. Just like when you're traveling on an unfamiliar road, it is best to learn from the experiences of those who have been down that road...

What You Need to Know About Trust Planning in Idaho

  • 2 August 2017
  • Author: IEP Team
  • 0 Comments
What You Need to Know About Trust Planning in Idaho
Like so many things in life, trusts are not a one-size-fits-all, nor are they the end all and be all when it comes to estate planning. However, they are one of the many tools we use at Idaho Estate Planning to create your individual Legal Life Plan.  What is a trust? A trust is a...

What You Need to Know about Using Trusts in Your Estate Plan

  • 2 June 2017
  • Author: IEP Team
  • 0 Comments
What You Need to Know about Using Trusts in Your Estate Plan
Early forms of the trust arrangement go back as far as Ancient Israel and the Roman Empire! Modern trust approaches have been used for hundreds of years and remain an important part of contemporary estate planning. At its simplest, a trust is a legal relationship in which a person’s...

Idaho Estate Planning - Get Real: Planning for Life, Death, and Disability

I recently accomplished a long standing goal to publish a book. My book is titled “Get Real: Planning for Life, Death and Disability”. The purpose of the book is to help people understand some of the realities of life and then to take control and plan for those realities. Let me...

Idaho Estate Planning - Why Do I Need a Trust?

The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption, adjusted for inflation, was made permanent—as well as the rules on portability of the exemption for married couples (i.e. $10 million...
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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.