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IMPORTANT: Please read if you are an older Veteran, spouse of a Vet, or know a Vet!

IMPORTANT: Please read if you are an older Veteran, spouse of a Vet, or know a Vet!

🚨🚨🚨 URGENT!!🚨🚨🚨

The Veteran’s Administration has announced a policy change that will soon affect all older veterans and their spouses! Please read on…

On October 18, 2018, the VA is instituting rule changes that will make it more difficult for vets to qualify for existing benefits and protect their assets.

Vets and their spouses who are 65 or older, served during a period of war, have trouble performing tasks of daily living (bathing, dressing, toileting, etc.), and meet certain financial requirements are eligible to receive up to $26,036 annually in non-service connected benefits through the VA to help pay for long-term care, including home health care and nursing home care.

To qualify, most veterans and their spouses will need to work together with their estate planning attorney to create and implement a plan. Proper planning allows the veteran to meet the VA’s income and asset thresholds, without actually forfeiting their assets or being forced to spend down their savings before they could be eligible for benefits.

Currently, this type of planning can be done right up to the day the application is submittedwith the VA’s blessing… because they do not have a formal “look-back period” for asset transfers on the books. But…

🚨🚨🚨 THIS IS CHANGING AS OF OCTOBER 18TH! 🚨🚨🚨

Starting on October 18, 2018, the Veteran’s Administration will begin imposing a three (3) year look-back period on all asset transfersEach transfer or gift will cause a penalty period that could last up to five years before you are able to access your benefits.  Other significant changes to the rules are also going into effect.

If you don’t have time to wait for benefits or your family could utilize up to $26,036 tax-free to help pay for your care today or in the future, the time to act is NOW.

Here is what you must do immediately:

  1. If you’ve already done your homework on collecting Aid & Attendance benefits but you’ve yet to move forward with your planning, it’s time to take the final step. Call us and we’ll get you into the office ASAP. You must get your planning done before October 18th to take advantage of opportunities while they still exist before the new rules go into effect.
  2. If you are an older wartime veteran or spouse and this is the first time you are hearing about Aid and Attendance benefits, please call our Marietta Veteran Pension Attorney office at 770-425-6060 RIGHT AWAYWe are clearing out spaces on our calendar so we can bring in vets and their spouses for an educational planning session where we’ll teach you all about this benefit, crunch the numbers to determine how you can qualify, and create a plan to help you get your application in before the October 18th
  3. If you think you might need care in the future, the time to plan is still RIGHT NOW. You can work to appropriately arrange your finances today so that when you apply for benefits down the road, you can qualify without a penalty.

If you are a wartime vet or spouse (or you care about someone who is), there’s no time to delay. We invite you to come into the office to get your questions answered, and we’ll work diligently to complete any planning that you may need before the October 18th deadline.

Again, just call our Marietta Veteran Benefits Attorney office at 770-425-6060 to schedule your appointment.

Best regards,

 

Stephen M. Worrall
Georgia Estate Plan: Worrall Law LLC
3750 Palladian Village Drive
Suite 500
Marietta GA 30066
T: 770.425.6060
F: 770.424.5956
steve @ georgiaestateplan.com
GeorgiaEstatePlan.com

P.S. I don’t usually say this—but, please SHARE OR COPY AND FORWARD this message to every veteran who you know and care about. Helping a Vet access the Aid & Attendance benefits they are rightfully entitled to for serving during a period of war can mean the difference between aging with dignity or becoming impoverished by the costs of long-term care.  This is information that every older vet should know about!

 

Facts about Veterans Benefits for Veterans and their Families

Facts about Veterans Benefits for Veterans and their Families

  1. The term “Veterans Benefits” is somewhat misleading. Only a percentage of the people covered by VA benefits served formerly in the Armed Forces. The Department of Veterans Affairs provides vocational rehabilitation, health care, employment services, pensions and more to both active and former service members, as well as their spouses, widows, parents and children.

 

  1. When you make up your mind to apply for benefits from the Department of Veterans Affairs it is beneficial to have all of your important documents and forms ready, because they will most certainly be needed. Relatives of Veterans who wish to apply for benefits should have any relevant marriage certificates, birth certificates, and the Veteran’s birth and death certificates if necessary. You will also need the Veteran’s discharge papers.

 

  1. Find out if you are eligible for enrollment to receive health care from the Department of Veterans Affairs. This is easily done at the VA website vets.gov, or via telephone at 1-877-222-VETS (8387) where you will be asked no more than 15 questions and be told whether or not you are eligible to receive benefits. You may also mail an application to the Health Eligibility Center, or apply in person at a physical Veterans Affairs location. Veterans and their families should be aware that they may be eligible for care at a non-VA health care provider if certain conditions/hardships are met, such as if they live more than 40 miles from the nearest VA medical facility. The VA will help you determine which “priority group” you best fit in, ranging from 1-8 depending on various conditions, to best give you quality care, as determined by their standards.

 

  1. Although it may first seem unlikely, the Department of Veterans Affairs offers services to Veterans and their spouses that go far beyond simple health care. The VA can help you secure a house for your family via specialized home loans or purchase a car. Naturally these programs take into account the various levels of physical disabilities with which the recipient may struggle. For example, the VA can help you modify your home to be wheelchair accessible, should you require.

 

  1. The words “GI Bill” probably bring to mind images of baby boomers’ parents and the post-World War II program designed to help returning Veterans receive a college education, but did you know that the GI Bill still exists? The Forever GI Bill, the Harry W. Colmery Veterans Educational Assistance Act, is a comprehensive program that offers post-9/11 Veterans a wide variety of tools to help them get their degree, including a monthly housing allowance and priority enrollment in classes wherein Veterans are allowed to register before the general public.

 

  1. Although we probably do not like to think about it, there are thousands of servicemen and women who do not return home from the field of battle. For these heroes, the Department of Veterans Affairs offers funeral services and/or burial in a national military cemetery, whereupon the gravesite will be maintained in perpetuity.

Contact our Marietta Veterans Benefits Lawyer’s office today at 770-425-6060 for more information on benefits for war-time Veterans.

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