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.

Education & Relationship-Building

with Katherine Stivers

  • 3 March 2017
  • Author: IEP Team
  • 0 Comments
Learn more about how Idaho Estate Planning works to educate the community with Katherine Stivers. Katherine heads up Strategic Partner Support Services in the IEP office, working with those who have education needs with the various programs, seminars, and workshops. Find out what she's...

Navigating Tax Time and Avoiding Scams for Seniors

  • 3 March 2017
  • Author: IEP Team
  • 0 Comments
This time of year, taxes seem to be on the brain. Listen in to this episode to hear some advice on taxes for seniors, starting with finding out if you even need to file! Mark also covers some recent scams and red flags when you are contacted by someone claiming to be the IRS and how to know...

Assembling Your Dream Team

  • 22 February 2017
  • Author: IEP Team
  • 0 Comments
If you've listened to this podcast, been on our website, or read Mark's recent book, you know that to get real about your future, you need to get a team together. Who's on the team? How do you go about getting it? And how do you make them work together to get what you need? In...

Medicare and Medicare Supplemental Programs: How to Choose and What to Know

with Aaron Flake

  • 22 February 2017
  • Author: IEP Team
  • 0 Comments
In this episode of Senior Matters Radio, Mark is joined by Aaron Flake, an independent Medicare advisor. They cover options for Medicare and Medicare Supplemental programs. There are so many options out there, get some helpful information from our expert.  

How Home Care Helps Seniors & Families

with Nate Benjamin

  • 11 February 2017
  • Author: IEP Team
  • 0 Comments
In this episode of Senior Matters Radio, Mark is joined by Nate Benjamin from Homewatch Caregivers. They talk not only about Homewatch and what sets it apart from its competitors, but also about how a homecare company can really help a family caring for a parent. Home care can also lengthen...
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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.