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.

Geriatrics and Palliative Care

with Dr. Chad Boult

  • 24 December 2016
  • Author: IEP Team
  • 0 Comments
After retiring from his career as a board-certified physician in Family Medicine and Geriatrics, Dr. Chad Boult had no intentions to return to the workforce. But after receiving a call from Saint Alphonsus Health System, his plans for retirement changed. Over the last year, Dr. Boult has...

Ways to Distribute Assets Before and After Your Passing

with Mark Wight

  • 17 December 2016
  • Author: IEP Team
  • 0 Comments
Mark Wight of Idaho Estate Planning discusses how to give assets away, when to give them away, and the legalities involved. You have options in this matter, but it all starts with knowing your goals. This episode will outline how you can distribute your assets with your goals in mind.  

Care Management for All Ages

with Guest Brent Jones

  • 10 December 2016
  • Author: IEP Team
  • 0 Comments
Brent Jones of Castle Rock Services discusses the issues involved in care management and the care manager’s role in assessing their client’s needs. An individual in need of these services can gain access to useful resources that will help them maintain much of their independence...

The Only Good Legal Life Plan is a Current Plan

with Mark Wight

  • 3 December 2016
  • Author: IEP Team
  • 0 Comments
One of the only certainties in life is change, which is all the more reason to review your Legal Life Plan regularly. Mark Wight of Idaho Estate Planning discusses the changes in life that may affect your Legal Life Plan and how you can stay ahead of the curve.

Options for Assisted Living with Mike Powell of Home Instead Senior Care

  • 26 November 2016
  • Author: IEP Team
  • 0 Comments
If caregivers ignore their well-being, they will find it difficult to provide quality care for their loved ones. Mike Powell of Home Instead Senior Care shares his personal experience with Alzheimer’s as his mother's caregiver. Working both professionally and personally...
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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.