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 Spring Clean Your Legal Life Plan

  • 6 June 2017
  • Author: IEP Team
  • 0 Comments
It's that time of year! Tune into this episode to hear some ideas for getting things together this spring. Reviewing your documents and Legal Life Plan is something you should do every year, and spring is as good of a time as any. 

What Kind of Assisted Living is Right for You

with Kimberly Clark

  • 27 May 2017
  • Author: IEP Team
  • 0 Comments
Join Mark and his guest Kimberly Clark, Executive Director of Edgewood Spring Creek Ustick. They cover the different kinds of assisted living, from senior communities to skilled nursing facilities and everything in between. Tune in to hear more!

Who, What, and Why You Would Hire an Elder Law Attorney

  • 16 May 2017
  • Author: IEP Team
  • 0 Comments
If you're over the age of 65, there are considerations that need to be made if you're doing any planning. Listen in to hear why it's a mistake (sometimes costly) to hire an attorney who is NOT elder law trained.

Celebrating the HAPPEN Caregiver of the Year

with Shayne Burr

  • 16 May 2017
  • Author: IEP Team
  • 0 Comments
This month, HAPPEN Idaho will be celebrating their Caregiver of the Year. Shayne Burr, Caregiver of the Year Chairperson, joins Mark in this episode to talk about the award and the upcoming ceremony.

Why You Need the Health & Wellness Expo

with Brandie Kramer

  • 8 May 2017
  • Author: IEP Team
  • 0 Comments
Coming May 20th to St. Alphonsus is the Health and Aging Expo. Join Mark and Brandie Kramer as they talk about the Expo - and why you should plan sooner than you think! Brandie is the Senior Care Program Specialist for St. Al's and has a lot of great resources for seniors and their...
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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.