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.

Potential Hazards of Joint Ownership & Beneficiary Designations

  • 16 June 2018
  • Author: IEP Team
  • 0 Comments
Joint tenancy is one of the most common forms of asset ownership. When one or more persons hold title to an asset as joint tenants, each of them owns the asset. The full legal expression for this form of ownership is Joint Tenants with Rights of Survivorship (JTWROS). Nevertheless, as with...

The Longest Day for Alzheimer's

with Catherine Owens

  • 9 June 2018
  • Author: IEP Team
  • 0 Comments
June is Alzheimer's and Brain Awareness Month. On June 21, 2018, the longest day of the year and summer solstice, the Alzheimer’s Association is encouraging people to join together to help end Alzheimer’s. On this episode, we are joined by Catherine Owens, Executive Director...

Five Big VA Lies

  • 2 June 2018
  • Author: IEP Team
  • 0 Comments
It's time to dispel some of the misconceptions of the VA Pension Benefit and get into the facts.  Although there are well-meaning people working to help our Vets, there is a considerable amount of inaccurate information going around. Backed by extensive training and several years of...

No Place Like Home for Vets

  • 26 May 2018
  • Author: IEP Team
  • 0 Comments
Is it possible for elderly Veterans who enjoy their independence to age in place? Attorney Mark Wight believes with good preparation it is. On this episode, learn how planning for potential challenges that come with aging makes it possible for Veterans to remain in the comfort of their own...

End of Alzheimer's

with Eric Collett

  • 18 May 2018
  • Author: IEP Team
  • 0 Comments
Eric Collett joins us from A Mind of All Seasons LLC to discuss Alzheimer's dementia. Eric shares some of the underlying causes of this disease and the importance of improving the quality of life of dementia patients and their caregivers.  
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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.