Veteran Benefits

The VA Pension Benefit provides financial assistance to qualified veterans and surviving spouses. This pension is available to veteran’s due to them based upon their service for our country. Even though surviving veteran pensions were created all the way back in 1818, few have ever heard about using them today. We’ve been changing that and assisting veterans for almost 30 years.  

What is VA Aid and Attendance?
This pension was established to provide financial assistance to veterans and their spouses, so they could afford the basic services necessary to live out their lives comfortably, with in home services or nursing home care. In order to qualify, recipients must have medical needs requiring assisted living or assistance with daily living activities in the home.

This benefit is not a disability benefit due to a veteran being injured during their time of duty. VA Aid and Assistance helps veterans cover the costs of qualified medical expenses, including in-home care provided by private companies or family members, as well as assisting living community care.

Basic Eligibility Qualifications:
·         Veteran must have served at least 1 day during a qualified war period
·         Veteran must have served at least 90 days of active duty
·         Veteran received a better than dishonorable discharge
·         Clamant is over the age of 65
·         Claimant is a surviving spouse of a qualified veteran and did not remarry
·         Claimant or spouse needs assistance with daily living requirements
·         Claimant’s monthly medical expenses equal or exceed their monthly income

Knowing Who to Trust and How to Get Knowledgeable Advice
Decisions made before applying for Veterans Benefits may require changes in finances, like converting assets into income sources through various qualified mechanisms. These decisions are vital, because they impact if a qualification is likely to occur and the quality of care one receives. We believe all veterans who have served our country deserve this benefit and the highest level of care possible for each individual we have an opportunity of serving.
An attorney handling this benefit for his or her client must be able to handle the financial pieces involved during this process. Jim Berger, our managing attorney is a CFP®, being well equipped to handle such cases. Being able to meet all of the needs of a family during this process is difficult and includes protecting assets, so that essential living expenses can be afforded, as well as medical expenses. Individuals who have qualified for a VA pension or Aid and Assistance, may also qualify for Medicaid.
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Financial Requirement
Guidelines let by the VA make it difficult to understand how best to qualify for Aid and Assistance without depleting all of your resources. For this reason, planning is of upmost importance before sending an application. Plans not only include proper assessment and organization of finances to qualify, but additional planning should be completing to ensure a recipient, he or she still is eligible for Medicaid.
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Planning for VA Aid and Assistance is similar to Medicaid, in that many who are eligible are not aware. Additionally, many veterans are given unwise and untimely advise that not only disqualifies them for benefits, but makes it harder down the road to be approved for other forms of assistance. Join our team of attorneys today, whom are all qualified to advise and assist veterans with these types of benefits and can conduct the planning in a friendly and comfortable environment. You’ve served our country proudly, please allow us to repay your service in representing you today.

Service Period Requirement: 
·         World War II (December 7, 1941 – December 31, 1946)
·         Korean conflict (June 27, 1950 – January 31, 1955)
·         Vietnam era (February 28, 1961 – May 7, 1975 for Veterans who served in the Republic           of Vietnam during that period; otherwise August 5, 1964 – May 7, 1975)
·         Gulf War (August 2, 1990 – through a future date to be set by law or Presidential                       Proclamation)
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Have questions or want advice? Contact us, and our team will be happy to provide trusted counsel and proactive solutions! 

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