“Do I have to submit my birth certificate to apply for the VA Pension benefits?”
No — when you apply for your VA Pension (Aid & Attendance), you do not have to submit your birth certificate. Instead you submit the required VA forms, including the statement from your doctor...
View Article“Is it christian to plan for Medicaid or VA benefits in the future to pay for...
Here is the objection that some have said about doing any type of “Medicaid Planning” or “VA Pension Planning” to prepare for long term care costs. “It is wrong for a christian to arrange his or her...
View Article“If I don’t have power of attorney over my parent, how do I make decisions...
If you don’t have a proper and valid power of attorney over financial matters, and if your parent is no longer competent, then you can’t make decisions for your parent. The options become limited to...
View Article“I know Medicaid has a look back rule for several years when you transfer...
If you apply for Medicaid, and you qualify for Medicaid, then Medicaid looks back five years (60 months) and says, “Okay. You qualify. You made the health, the financial, all the requirements of...
View ArticleFree workshop on estate planning and elder law in Birmingham on August 28 at 2pm
We wanted to let you know we are having a free workshop (“The 7 Threats to Your Estate Plan”) at our Birmingham office on August 28, 2014, at 2 pm. This is a free workshop where we are confident you...
View Article“How does the VA Pension help pay for assisted living?”
As we age, going to an assisted living facility can be an excellent choice with many advantages. But nothing is free in life so there is a cost. The cost we’ll discuss in this article is the financial...
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What is “asset protection” and why it applies to more than just the wealthy
“Asset protection” is for almost everyone, regardless of your age or financial condition. While this is a phrase that often makes us think of: Super wealthy Hiding assets Doing something wrong While...
View Article42 minute interview of John Watts by Davis Nelson on the VA Pension (Aid &...
You are here because you want to learn more about the remarkable VA Pension (Aid & Attendance) benefit that can pay war time veterans up to $25,000 a year tax free. We hope you find this 42 minute...
View ArticleWhat are the advantages and disadvantages of a financial Power of Attorney?
There are a lot of differing opinions when it comes to estate planning but most experts agree that if you have the right person to serve as your agent, then an essential estate planning document is a...
View ArticleWhat’s the problem with giving away assets to my children?
Often when folks consider estate planning, especially long term care planning, the option of “giving away assets to my children” is high on the list because it is the cheapest option. But it is also...
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What’s the difference in a revocable and irrevocable trust?
There are two basic types of trusts — revocable and irrevocable. So what is a trust? A trust is a box that we put assets into — our house, our investments, checking accounts, etc. In the video we...
View ArticleWhat is the change that the VA is trying to make to VA Pension or Aid &...
The benefit known as VA Pension, or Aid & Attendance, for a married, war-time veteran, can mean up to $25,000 a year tax free. This money is for long-term care. That can be care at home, in an...
View ArticleDefinition of Estate Planning and Elder Law Words
The purpose of this section is to give you a short definition of many of the common words used in estate planning and elder law. Within each definition, the italicized terms are listed in this...
View ArticleIs it illegal to transfer assets under Alabama Medicaid or VA Pension?
“Is it wrong to give them away?” No. It’s not wrong to give away or to transfer assets assuming the person giving them away has the mental capacity, or if they don’t have capacity, somebody has a...
View Article“What is an annuity under Elder Law?”
Many times when we’re helping families plan long term care, or maybe helping out families who are in a long term care crisis, the subject of annuities tends to come up. An annuity under Elder Law is...
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“Should I take elder law advice from non lawyer professionals such as my CPA...
“Who should I take professional advice from?” This is a big issue because professionals of all types (doctors, lawyers, financial advisors, CPAs, social workers, etc) and others love to give advice...
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VA Aid and Attendance: 2017 Rates For Veterans and Surviving Spouses
Find out about the VA Aid and Attendance rates for 2017 for qualifying veterans and surviving spouses. We talk about the VA Pension — Aid and Attendance (as it is normally called) — often on this site...
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What’s the difference between VA Aid & Attendance and VA Disability?
“What’s the difference between VA Aid & Attendance and VA Disability?” When we’re talking about the VA in terms of helping people who are suffering from some type of illness or injury, there are...
View ArticleIs it illegal to transfer assets under Alabama Medicaid or VA Pension?
“Is it wrong to give them away?” No. It’s not wrong to give away or to transfer assets assuming the person giving them away has the mental capacity, or if they don’t have capacity, somebody has a...
View Article“What is an annuity under Elder Law?”
Many times when we’re helping families plan long term care, or maybe helping out families who are in a long term care crisis, the subject of annuities tends to come up. An annuity under Elder Law is...
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