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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.

Understanding In-Home Care

with Cash Edwards of Home Care Assistance

  • 21 January 2021
  • Author: IEP Team
  • 0 Comments
Mark is joined by Cash Edwards who gives a primer on in-home care and the difference between activities of daily living (ADLs) and home health. Tune in to hear why it's important to keep this in mind as you consider aging in place for yourself or your loved one.

Blue Cross Dual Eligible Plans and Care Coordinators

  • 21 January 2021
  • Author: IEP Team
  • 0 Comments
Tune in to hear Mark along with Kristen Tracy, Megan Kelly, and Sophie Loya talk about care coordination from Blue Cross of Idaho. They help patients who are dual-eligible for Medicaid and Medicare get the care and services they need in their communities.

Preventing Fraud & Abuse

with Officer Ed Fritz

  • 15 December 2020
  • Author: IEP Team
  • 0 Comments
After a hearty reception at our No Place Like Home conference, Officer Fritz is back to share more information about fraud and scam prevention among the elderly. Protect yourself and those you love with this current information.

Solutions for Isolation and Loneliness During the Winter

with Catherine Owens

  • 15 December 2020
  • Author: IEP Team
  • 0 Comments
Join Mark and Catherine Owens as they address something that affects senior and other every winter: isolation and loneliness. This year, these feelings are likely to be amplified as we all try to stay well and protect the vulnerable around us.

Aging in Place: Conversations & Family Dynamics with Dee Childers

  • 23 October 2020
  • Author: IEP Team
  • 0 Comments
Join in our relaunch of the Senior Matters Radio podcast with our special guest Dee Childers. Dee is a Professional Aging Life Care™ Manager and the owner of Life Changes Elder Care Consulting. She works with families as they address many of the issues associated with aging, medical...
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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.