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VA Benefits Planning

As a veteran, you have worked hard to preserve the freedoms of our country. Because of your service, you are entitled to a number of benefits that assist you and your family members. It is important to be aware of the requirements involved in receiving those benefits, though, and to plan appropriately. For veterans and their families, a proper plan will allow you to:
  • Preserve and maximize the value of your estate for your beneficiaries (whether they be family members, friends, or a favorite charity)
  • Apply and qualify for veteran’s aid and attendance benefits without first depleting all of your assets
  • Allow you to receive up to $2500 or more per month for long term care costs
  • Avoid penalties, liens, or collections that come about as the result of an improper transfer
  • Use assets during your lifetime in conjunction with your benefits to preserve a higher standard of living, then leave the remainder of your estate to your choice of the government, a charity, your family members, or anyone else you choose
Inter Vivos believes in taking care of our veterans and in using available laws to give you the largest range of flexibility with your assets. Feel free to give us a call so we can answer your questions and help you get your planning in order.
Interested in ​VA Benefits Planning?

E-book: "Estate Planning For Angels and Their Charges"

When the one's closest to us need as much help as they can get, planning can become a serious consideration. Government benefits for Veterans, Seniors, and individuals with special needs can sometimes be lost without careful planning. Our new E-Book, "Estate Planning for Angels and their Charges" explains the type of planning considerations needed to preserve and qualify for benefits, while avoiding pitfalls for both caregivers and the angels they care for.