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.

Depression and Mental Illness in Aging Seniors: What to Watch For

with Dr. Abhilash K. Desai, MD

  • 6 September 2017
  • Author: IEP Team
  • 0 Comments
In this episode of Senior Matters Radio, Mark is joined by Dr. Abhilash K. Desai, MD, medical director of Idaho Memory & Aging Center. Dr. Desai is a board certified geriatric psychiatrist and specializes in helping aging adults with mental illness. Learn more about depression, mental...

Our Estate Planning Toolbox for Your Legal Life Plan

  • 26 August 2017
  • Author: IEP Team
  • 0 Comments
When you decide you don't want to rely on the government's default plan for your estate, we're here to help you put together your Legal LifeTM Plan. We have a variety of tools to help us customize the perfect plan for your family and your needs. Learn more about those tools in...

What You Need to Know About Your Default Estate Plan

  • 19 August 2017
  • Author: IEP Team
  • 0 Comments
Did you know that even if you don't have a formal estate plan, you still have one? This is the one the government has laid out for you, and you probably won't like it. The only way to avoid it is to take matters into your own hands and get a plan in place.

Why Your Family Should Consider a Care Manager

with Mark Fuller

  • 5 August 2017
  • Author: IEP Team
  • 0 Comments
Join Mark Wight as he visits with care manager Mark Fuller of The Care Management Team. Learn about why a care manager could be a great solution not only for your aging or ill loved one but for the whole family as well. A professional care manager can improve the consistency of health care...

Tax Time Isn't the Only Time to Think About Taxes

with Reid Olsen

  • 29 July 2017
  • Author: IEP Team
  • 0 Comments
Tune in to hear Mark chat with CPA Reid Olsen, of Olsen & Company CPAs. They're covering the topic of taxes and what you need to know BEFORE tax season to make April that much easier. This includes keeping an eye on the legislature as many ideas for tax reform have been tossed around...
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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.