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.

When is the Right Time to Look into Assisted Living?

with special guest Catherine Owens

  • 12 November 2016
  • Author: IEP Team
  • 0 Comments
When determining the best options for care, an educated decision is the best decision. Catherine L. Owens is an author, speaker, and consultant who helps seniors and their families understand and successfully navigate senior living options. In this episode, she joins us to explain when...

Veterans, Veterans Day, and Veterans Benefits

with Mark Wight

  • 7 November 2016
  • Author: IEP Team
  • 0 Comments
Friday, November 11, 2016 marks Veterans day. We would like to recognize the men and women who made sacrifices to our country through their service. On this episode, Attorney Mark Wight from Idaho Estate Planning discusses the history behind this Day and benefits available to our service...

Recognizing and Avoiding Scams

with Mark Wight

  • 5 November 2016
  • Author: IEP Team
  • 0 Comments
Don’t let the need to prove your independence keep you from speaking up about a possible scam. Attorney Mark Wight from Idaho Estate Planning shares how con artists use human psychology and technology to prey on their victims. This episode is full of advice on ways to recognize red...

How Much Should I Expect to Pay an Estate Planning Attorney

with Mark Wight

  • 29 October 2016
  • Author: IEP Team
  • 0 Comments
Getting clear on what you want to accomplish for your family is the first step in estate planning. Attorney Mark Wight from Idaho Estate Planning explains how an attorney can help you reach your goals and the fees involved.

Is Medicaid Planning Ethical?

with Mark Wight

  • 24 October 2016
  • Author: IEP Team
  • 0 Comments
Mark Wight from Idaho Estate Planning covers the second part of a question asked by a fellow attorney about the legality of Medicaid planning. On this episode, Mark explains the ethics surrounding this topic and things to consider when preparing for Medicaid in a legal manner.
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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.