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.

Tax Time Isn't the Only Time to Think About Taxes

with Reid Olsen

  • 29 July 2017
  • Author: IEP Team
  • 0 Comments
Tune in to hear Mark chat with CPA Reid Olsen, of Olsen & Company CPAs. They're covering the topic of taxes and what you need to know BEFORE tax season to make April that much easier. This includes keeping an eye on the legislature as many ideas for tax reform have been tossed around...

Wealth Preservation

with Justin Walker

  • 26 July 2017
  • Author: IEP Team
  • 0 Comments
On this episode of Senior Matters Radio, Mark welcomes Justin Walker from Adalant. They cover the recent Department of Labor "fiduciary" rule and why it may be confusing a lot of people. Justin and Mark also talk about the importance of wealth preservation when it comes to the time...

Honoring & Caring for Vets with Bill Poulson

  • 14 July 2017
  • Author: IEP Team
  • 0 Comments
Hear what Bill Poulson, Director of Client Services, and Mark have to say about the wonderful vets they meet in their day to day work planning estates. Many of these vets share amazing stories and the team at Idaho Estate Planning is eager to help them arrange their affairs.

Do the Veterans You Love Know About the Aid and Attendance Benefit?

  • 1 July 2017
  • Author: IEP Team
  • 0 Comments
Tune into this episode to hear what some vets (and surviving spouses) are missing when it comes to VA benefits. There is help available for wartime vets to pay for long-term care, it's just not well-publicized. Hear what Mark has learned as he's helped many veterans over the years...

Get Real: Planning for Life, Death, and Disability

  • 17 June 2017
  • Author: IEP Team
  • 0 Comments
Learn all about Mark's new book and how you can get your copy. Get Real: Planning for Life, Death, and Disability helps you understand what areas you need to plan for and how to get started.
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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.