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.

Why You Need the Health & Wellness Expo

with Brandie Kramer

  • 8 May 2017
  • Author: IEP Team
  • 0 Comments
Coming May 20th to St. Alphonsus is the Health and Aging Expo. Join Mark and Brandie Kramer as they talk about the Expo - and why you should plan sooner than you think! Brandie is the Senior Care Program Specialist for St. Al's and has a lot of great resources for seniors and their...

The Ins and Outs of Gifting as a Wealth Management Strategy

  • 29 April 2017
  • Author: IEP Team
  • 0 Comments
Gifting - at first glance it can seem like a great way to disburse assets. However, it can lead to tricky situations for both gifters and receivers. Find out when and why gifting is a good idea, and when it's better to look at other options.

Knowing Your Options When it Comes to Healthcare Decisions

  • 22 April 2017
  • Author: IEP Team
  • 0 Comments
In this episode, Mark covers the more technical side of healthcare decisions – Healthcare Power of Attorney, Living Will/Advanced Directive, Physician’s Orders of Scoop of Treatment (POST) and the HIPAA information release.

Making Decisions about Hospice and End of Life Care

with Ahley Newman of Harrison's Hope

  • 20 April 2017
  • Author: IEP Team
  • 0 Comments
Tune into this episode where Mark talks with Ahley Newman, a social worker and grief counselor with Harrison's Hope. They cover hospice and misconceptions about it, as well as healthcare decisions and advance care planning when it comes to the end of life.

Choosing Home Care for Your Loved Ones: What and When

with Jackie Smith, Owner of Trinity Home Care & Resource

  • 25 March 2017
  • Author: IEP Team
  • 0 Comments
Mark chats with Jackie Smith, owner of Trinity Home Care & Resource. They cover what Trinity provides, as well as information on home care options and when it's time to take that step.
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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.