Senior Matters Radio - 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.

How to Get Your Parents to Talk About Estate Planning

  • 7 October 2017
  • Author: IEP Team
  • 0 Comments
Initiating conversations with your parents about plans for their estate will minimize the stress of getting their affairs in order once a major life event occurs. Attorney Mark Wight, of Idaho Estate Planning, concludes his two-part series on strategic ways for families to have an open...

Conversations to Have with Your Kids About Estate Planning

  • 30 September 2017
  • Author: IEP Team
  • 0 Comments
Communicating estate planning needs before a life-changing event occurs is a matter overlooked by many families. In this first half of a two-part series, Attorney Mark Wight, of Idaho Estate Planning, shares strategies for families to open dialogue about what to do when life happens. ...

Finding a Place for Mom

with Melissa Pratt and Troy Garidel

  • 23 September 2017
  • Author: IEP Team
  • 0 Comments
A Place For Mom is a national senior living referral service whose local experts connect families to senior living options. Today we are joined by Senior Living Advisors, Melissa Pratt and Troy Garidel, who share how using this free service can help ease the transition of your families'...

Everything You Should Know About Reverse Mortgages

with Kyle Buck

  • 16 September 2017
  • Author: IEP Team
  • 0 Comments
While most people have heard of reverse mortgages, very few know how they work. On this episode, we will dispel some of the mystery and misunderstandings surrounding this tool with Certified Reverse Mortgage Professional, CRMP, Kyle Buck of Affinity Mortgage Group.

Safe Driving Tips for Seniors (and Everyone Else)

with Scott Lundgreen

  • 9 September 2017
  • Author: IEP Team
  • 0 Comments
Do you know what to do if you've been in an accident? Do you know what information to collect for insurance purposes? Find out details and how you can protect yourself and your family from Scott Lundgreen, partner and personal injury attorney at Johnson & Lundgreen.
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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.