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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.

DIY Estate Planning: You Get What You Pay For

with Carly Ward

  • 1 May 2020
  • Author: IEP Team
  • 0 Comments
Carly Ward joins Mark and Scott during this episode to discuss what she's discovered about "Do-It-Yourself" wills and estate planning. She compares different programs that supposedly offer a more affordable alternative to traditional estate planning; however, Carly learned that you...

Alzheimer's, Dementia, & Planning with Eric Collett: Part 2

  • 24 April 2020
  • Author: IEP Team
  • 0 Comments
Continuing last week's topic of planning and memory care, Eric Collett, Principal and CEO of "A Mind for All Seasons", gives our listeners some concrete steps they can take to improve their lives right now and better care for their cognitive health. This episode focuses on...

Alzheimer's, Dementia, & Planning with Eric Collett: Part 1

  • 17 April 2020
  • Author: IEP Team
  • 0 Comments
Eric Collett, Principal and CEO of "A Mind for All Seasons", joins Mark and Scott to discuss how planning is important for those facing Alzheimer's and dementia. Eric talks about the novel coronavirus and how discovering and coping with COVID-19 has similarities with discovering...

Accommodation & Adaptation During COVID-19

  • 10 April 2020
  • Author: IEP Team
  • 0 Comments
Mark visits with Scott over the phone, in compliance with social-distancing, about how we all can adapt our caregiving and relationships during the novel coronavirus. We have technology to help us find creative ways to continue to support our loved ones and avoid putting life on...

Invisible Illness and Hidden Disability

with Madison Moss

  • 3 April 2020
  • Author: IEP Team
  • 0 Comments
This week's episode focuses on awareness and planning for illnesses and disabilities that aren't obvious. Madison Moss, the Community Relations Coordinator for Idaho Estate Planning, joins Mark and Scott in the studio. She has Dysautonomia and Hypermobile Ehlers-Danlos Syndrome, but...
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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.