by Kelly Alexander | Jun 7, 2023 | Blog, Veterans' Benefits
VA benefits can make a real difference in quality of life, especially for older adults. But not everyone who is eligible will apply. Some will not apply because they believe VA benefits are a government handout. They don’t want charity, so they don’t apply. If you are...
by Jill Burzynski | May 6, 2021 | Blog, Estate Planning, Veterans' Benefits
If you have assets including real estate, savings, and investments and want to create an estate plan that will protect them and your family, our team can help. If you are a Veteran, you may be interested in exploring VA Pension or VA Compensation as part of your...
by Jill Burzynski | Dec 10, 2020 | Blog, Medicaid, News Article, Veterans' Benefits
Many of our clients have been in the habit of making annual gifts to their children and other beneficiaries. These gifts are thought of as “annual exclusion” gifts because the IRS allows anyone to give up to the maximum amount (currently $15,000 per beneficiary)...
by Jill Burzynski | Nov 20, 2020 | Blog, Caregiver Issues, Veterans' Benefits
Sometimes an elderly loved one needs more care that a family member can provide. When you reach the point of needing more care differs with every family. We all have different skills, time available, available space in our home and other factors. Family caregivers...
by Jill Burzynski | Sep 18, 2020 | Blog, News Article, Veterans' Benefits
Many of our clients are war-time Veterans who may look to the VA for some help with payment of their long-term care costs and knowing the 2020 VA benefits available is crucial. There are two paths in VA to receive monthly payments: disability or pension. Disability...
by Jill Burzynski | Jan 24, 2020 | Blog, Veterans' Benefits
Many of our clients are war-time Veterans who may look to the VA for some help with payment of their long-term care costs. The Aid and Attendance program, a VA pension, is one way to help, if the Veteran, Veteran’s spouse or surviving spouse can meet the VA...