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.

Sweetheart Planning

with Carly Ward

  • 29 February 2020
  • Author: IEP Team
  • 0 Comments
On Leap Day, Carly Ward and Mark Wight discuss with Scott some reasons to plan for your sweetheart. In the spirit of Valentines, they look at how having any plan (rather than no plan at all) or, even better, an intentional plan in place can ensure that your sweetheart continues to be...

Finishing Strong: End of Life Decisions

a Thoughtful Gift for Loved Ones

  • 21 February 2020
  • Author: IEP Team
  • 0 Comments
Though not obvious at first, making your end of life decisions can be a wonderful gift for your sweetheart and loved ones. It's a thoughtful way to protect those you love even after you're gone. In this episode, Mark goes into depth about why the hard work to make these decisions...

The Coronavirus with an Infectious Disease Specialist

  • 13 February 2020
  • Author: IEP Team
  • 0 Comments
There is a lot in the news about the Coronavirus. It can be difficult to sift through it all. On this episode, Mark talks with an infectious disease expert about the Coronavirus and discusses what you need to know about taking care of yourself during this time. 

The New SECURE Act and Your Retirement

  • 7 February 2020
  • Author: IEP Team
  • 0 Comments
On January 1st, 2020, new federal legislation concerning Americans' retirement was enacted. It's called the "Setting Every Community Up for Retirement Enhancement Act," or the SECURE Act for short. In this episode, Mark Wight explains this new act and how it affects your...

Making Your Home More Accessible with ShelfGenie

with Jake Higgins of ShelfGenie

  • 1 February 2020
  • Author: IEP Team
  • 0 Comments
Jake Higgins joins Mark and Scott today to explain his specialty: making your home more accessible with ShelfGenie. This brilliant solution could help you and your loved ones go about your daily lives more easily, with less strain on your body. Give this episode a listen to hear...
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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.
Sample Service

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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.