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.

Senior Matters Radio - Reverse Mortgages: Facts vs Fiction w/ Beau Higby

  • 17 March 2016
  • Author: IEP Team
  • 0 Comments
In this episode of Senior Matters Radio, our host Beau Higby is interviewed by guest host Mike Powell, about reverse mortgages. Beau will review what a reverse mortgage is, some common misconceptions about them and what some of the common terms you will hear with them mean to you! Knowing the...

Senior Matters Radio - Homecare Administration & You: Featuring Mike Powell

  • 10 March 2016
  • Author: IEP Team
  • 0 Comments
In this episode, we welcome Mike Powell, owner of Home Instead Senior Care. Mike discusses with us his business with homecare administration. He addresses indicators of need for the elderly population, how to best go about discussing the possibility of homecare with your loved ones, services his...

Senior Matters Radio - It's Never Too Late for a Financial Plan: Featuring John Sellin

  • 10 March 2016
  • Author: IEP Team
  • 0 Comments
In this episode of Senior Matters Radio we are joined by insurance agent and financial planner John Sellin. John talks about his areas of knowledge including advanced, retirement, and business planning, but senior planning and long-term care is his specialty. He comments that long-term care...

Senior Matters Radio - What Exactly is "Estate Planning"?

  • 3 March 2016
  • Author: IEP Team
  • 0 Comments
In this episode of Senior Matters Radio with Mark Wight, he introduces himself, his company, and addresses what exactly “Estate Planning” is. In this information-packed episode, he covers an array of topics including the tools he uses for success, the difference between wills and...
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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.