Podcasts about va aid

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Best podcasts about va aid

Latest podcast episodes about va aid

Retirement Evolved With Adam Bruno
Navigating Probate, Trusts and More with Special Guest Attorney, Courtney Lovejoy

Retirement Evolved With Adam Bruno

Play Episode Listen Later Mar 11, 2025 42:37


Send us a text In this episode of The Retirement Evolved Podcast, Adam and Lauren welcome attorney Courtney Lovejoy to discuss key estate planning topics, including probate, trust administration, Medicaid planning, and VA benefits. Courtney explains the importance of proactive estate and Medicaid planning to protect assets, avoid costly mistakes like Medicaid's five-year look-back period, and maximize benefits for long-term care. The episode also highlights valuable strategies such as irrevocable trusts, Medicaid-compliant annuities, and VA Aid and Attendance benefits, emphasizing the need for early planning to secure financial stability for retirees and their families. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Senior Matters Radio
Veterans Aid & Attendance Benefit

Senior Matters Radio

Play Episode Listen Later Nov 14, 2024 33:13


In this episode of Senior Matters, host and attorney with , Idaho Estate Planning's Director of Client Services, explore the VA's Aid and Attendance benefit—a valuable but often-overlooked pension offering additional monthly support for veterans and their widows.  The VA Aid and Attendance benefit helps cover long-term care costs. Mark and Bill outline eligibility requirements, including active duty during designated war periods, and provide guidance on income and medical expense criteria. This episode also offers practical advice on applying without an attorney, preserving asset eligibility, and utilizing Veteran Service Organizations for support. Discover essential insights to help veterans and their families access this vital financial assistance.  

VSO Talk Radio
VA Aid and Attendance benefits and Housebound allowance

VSO Talk Radio

Play Episode Listen Later Jul 13, 2024 55:47


VA Aid and Attendance or Housebound benefits provide monthly payments added to the amount of a monthly VA pension for qualified Veterans and survivors. If you need help with daily activities, or you're housebound, find out if you qualify.

VSO Talk Radio
Aid & Attendance Program: What is it and who eligible?

VSO Talk Radio

Play Episode Listen Later Apr 8, 2023 55:44


This week we talked with our expert VSO, Rick Voutour, Director of Veterans Services for Leominster, Lancaster and Sterling and we are talking about the VA Aid & Attendance Program.  What is A & A, Who is eligible, and how do you apply. Each Week we bring you the stories of Veterans in our community as a way to highlight their service to country and the community. This segment is called “Veterans History Project” By John Hurley, This week John interviewed  Rob Chauvin, US Air Force  Veteran. 

100 Club Podcast
Accessing both families and prospective families VA Benefits w/ Suzette Graham (Patriot Angels)

100 Club Podcast

Play Episode Listen Later Dec 5, 2022 32:45


You wouldn't believe that 30-50% of the prospects and current residents in your community are either veterans or surviving spouses. This means there is a MASSIVE opportunity to help more families. Suzette Graham at Patriots Angels (https://www.patriotangels.com/) goes into how easy it is to help access VA Aid and Attendance and more in this episode. This impacts occupancy, and more importantly, quality of life for our older adult population. Connect with Suzette here: https://www.linkedin.com/in/suzette-graham-253a1876/ or via email at: suzette@patriotangels.com to learn more. --- Send in a voice message: https://anchor.fm/michael-moye1/message Support this podcast: https://anchor.fm/michael-moye1/support

Grow Your Occupancy
Helping Seniors Navigate Veterans Benefits: Julie Talks with Suzette Graham

Grow Your Occupancy

Play Episode Listen Later Oct 19, 2022 19:17


Julie Podewitz, CEO and Founder of Grow Your Occupancy, talks with Suzette Graham, CEO of Patriot Angels, about helping senior Veterans navigate the VA Benefits available to them and their surviving spouses, including the VA Aid and Attendance benefit. Fun fact: Suzette is a former Mrs. Alaska!

The Daily
How Does The VA Benefit Work With Medicaid In Georgia?

The Daily

Play Episode Listen Later Aug 24, 2022 1:04


Recently we wrote about VA Aid and Attendance and how it helps families supplement high care costs. Unfortunately, there are times when the VA benefit alone is not enough. Nursing home costs average between $7,000-$10,000 per month! Many people must obtain Medicaid benefits to fully cover the costs of care. So how does the VA benefit work with Medicaid?

Battle Buddy Podcast
Aid & Attendance

Battle Buddy Podcast

Play Episode Listen Later Jun 15, 2022 26:35


Peter Willis has spent over a decade helping veterans work through the process of filing for the VA Aid and attendance benefits. These benefits are for any veteran who has served at least one day during a war period (not combat zone, just served in the period) and is at least 65 years old who needs advanced care. The funds could help cover expenses like in home care, adaptations, equipment and more. Reach out to Peter to learn even more! Battle Buddy Podcast Guest Links: www.myvaa.org www.workwithpeterw.com Battle Buddy Podcast Links: https://linktr.ee/battlebuddypodcast

Battle Buddy Podcast
Aid & Attendance

Battle Buddy Podcast

Play Episode Listen Later Jun 15, 2022 26:35


Peter Willis has spent over a decade helping veterans work through the process of filing for the VA Aid and attendance benefits. These benefits are for any veteran who has served at least one day during a war period (not combat zone, just served in the period) and is at least 65 years old who needs advanced care. The funds could help cover expenses like in home care, adaptations, equipment and more. Reach out to Peter to learn even more! Battle Buddy Podcast Guest Links: www.myvaa.org www.workwithpeterw.com Battle Buddy Podcast Links: https://linktr.ee/battlebuddypodcast

Grow Your Business and Grow Your Wealth
EP 075 Rebecca Goldfarb, Lawyer – Goldfarb & Luu Estate Planning & Elder Law

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Dec 22, 2021 29:50


At twelve, Rebecca knew she wanted to be a lawyer to make a difference in people's lives. Rebecca and her law partner, Dinh Luu, carefully chose estate planning and elder law because it's one of the few areas of law where we can develop life-long relationships with our clients and their families and impact their lives in profound ways. Many law firms create wills, trusts, advance directives, powers of attorney but few are women owned and do it with the expertise of elder law. We not only create the plans but we administer them all the time. This gives us the superpower of 20/20 hindsight with every client. Our goal is to provide the education each clients needs to form a reality-based plan that will work when needed. Every plan should honor your wishes, avoid court and maintain family harmony. With our life-long program, we can successfully do this with the collaboration of our clients and their advisors.  Estate Planning becomes Elder Law when we start needing help from others. Elder law includes updating estate planning documents, establishing conservatorships, planning for Medi-Cal and VA Aid & Attendance benefits, preventing elder abuse and providing counsel to families throughout the journey of aging. We also handle trust administration and probate once someone has passed away. On a personal note, she is the mom to a terrific little girl and is a nature and animal lover. They enjoy time with their horses and cat. Rebecca's insights include:  Why Rebecca decided she wanted to become a lawyer as a child Information on the probate process Why conservatorships are awful The importance of updating your wishes as you go through life Why business owners need to assign their business entity to a business trust Learn more about your ad choices. Visit megaphone.fm/adchoices

Takacs McGinnis Elder Care Law Hour
Episode 93: Applying for VA Aid and Attendance

Takacs McGinnis Elder Care Law Hour

Play Episode Listen Later Dec 15, 2021 19:33


Attorney and partner Chris Johnson speaks with Stephanie Boyd and Jennifer Bellew-Robinson of Center for Elder Veterans Rights about non-service-connected pension benefits and compensation benefits. The Center of Elder Veterans Rights, PC is the independent law firm of Takacs McGinnis Elder Care Law.

Black Parents Aging Podcast
40. Aid and Attendance = Free Money Ya'll!

Black Parents Aging Podcast

Play Episode Listen Later Sep 9, 2021 18:15


In today's episode, Nicola will discuss one of the best-kept secrets - VA Aid and Attendance.  This is a pension program that was put in place by the VA in order to provide veterans with funds that they can use towards health, lodging and other services. She highlights some of the benefits that some of her clients have been able to take advantage of and use towards their care. If you are looking to move a family member into an assisted living facility, and they are a veteran, this is a resource you definitely want to learn more about.   In a nutshell, Nicola talks about:   An overview of the VA pension program. The impact that VA benefits can have on your aging parents' lives.   Some of the complications associated with VA benefits.  The three levels to levels to VA pension.   Let's continue the conversation in our Free Facebook group!:    Black Parents Aging   Connect with Nicola:   LinkedIn: Nicola Robinson   Check out the SR Law group:   Website: https://www.srlawgrp.com/

Aging in Style with Lori Williams
053: Replay: Senior Housing 101

Aging in Style with Lori Williams

Play Episode Listen Later Aug 27, 2021 38:12 Transcription Available


After 13 years of working with hundreds of Texans who looked to transition, Lori has become an expert in Active Living, Independent living, Memory Care, Assisted Living, Residential Care Homes or Nursing Homes (or Rehab). In this episode of Aging in Style, Lori explains the ins and outs of senior housing, how to pay for each one, and gives real life examples of seniors who have made the transition to each type of senior housing. Take note as Lori explains every option in detail, including the lifestyle options and requirements of each one! Takeaways from this episode: -Nursing homes aren't the only option for seniors looking to move into a care facility. -Lifestyle, care needs and budget are the most important things when considering senior living options. -Most seniors delay moving out of their home because they (incorrectly) believe they'll have to part ways with their furry friends once they move into a senior facility. -Residential care homes, nursing homes and memory care do NOT take pets- just check with the facility first. -Private pay includes social security, income, any pension savings, IRAs, proceeds from the sale of a home, VA Aid & Attendance.-Independent Living is a very popular choice and it's also called All inclusive, All Inclusive Retirement Community or The Cruise Ship On Land. -The Level of care is determined by the community's nurse responsible for assessing the resident's needs. -Many residents find a new purpose and a new lifestyle after moving to many of these facilities. -Googling communities in your area isn't enough to provide a clear view of the options out there: Using a service, such as Lori Williams - Senior Services, to help you narrow down your options based on lifestyle, care needs (if any), geographic location and budget will take the stress and uncertainty out of the transition to senior living. Topics discussed in this episode:-Types of senior housing available-Active Living/55+/Senior Apartments-Independent Living/Retirement Community-Assisted Living-Memory Care-Assisted Living/Memory Care Combination-Residential Care Homes/Group Homes/Care Homes-Nursing Home/Skilled Nursing Facility/Rehab-Private Pay - what does that mean?-Medicare vs Medicaid in a Skilled Nursing Facility-Pets at senior facilities For more resources please visit: https://loriwilliams-seniorservices.comSign up to the newsletter:https://loriwilliams-seniorservices.comConnect on social media:https://www.facebook.com/LoriWilliamsSeniorServices/https://www.instagram.com/theloriwilliams/https://www.linkedin.com/in/theloriwilliams/

Veterans Corner Radio
Part 2 Spouses and or family can qualify for payments in certain circumstances when caring for their VA patient spouse. Listen in to this part two of a two part program. 2-6

Veterans Corner Radio

Play Episode Listen Later Feb 4, 2021 15:26


Part 2 of 2 A discussion of VA Aid and Attendance benefits and Housebound allowance with Sarah Bursey, Pension and Fiduciary and Cleveland Karren, Compensation Services VA Aid and Attendance or Housebound benefits provide monthly payments added to the amount of a monthly VA pension for qualified Veterans and survivors. If you need help with daily activities, or you’re housebound, find out if you qualify.

Veterans Corner Radio
Spouses can qualify for payments in certain circumstances when caring for their VA patient spouse. Listen in to this part one of a two part program. 2-5

Veterans Corner Radio

Play Episode Listen Later Jan 30, 2021 16:12


Part 1 pf 2 A discussion of VA Aid and Attendance benefits and Housebound allowance with Sarah Bursey, Pension and Fiduciary and Cleveland Karren, Compensation Services VA Aid and Attendance or Housebound benefits provide monthly payments added to the amount of a monthly VA pension for qualified Veterans and survivors. If you need help with daily activities, or you’re housebound, find out if you qualify.

Aging in Style with Lori Williams
006. Home Health and Home Care explained: an interview with Kevin Jones, Owner of BrightStar Care Flower Mound

Aging in Style with Lori Williams

Play Episode Listen Later Aug 7, 2020 36:31 Transcription Available


In this episode of Aging in Style with Lori Williams, Lori explores Home Care and Home Health with Kevin Jones, Owner of BrightStar Care Flower Mound. Kevin and his wife Terry bought the Flower Mound franchise five years ago as they were looking to transition careers and do meaningful work for the community. Kevin is a certified Senior Advisor with expertise on health care and other needs for seniors and in this week's episode, he shares the path to owning a senior care franchise, caring for the elderly during COVID-19 times and how his team is providing concierge quality service in a time of uncertainty.Kevin explains the differences and similarities of Home Care (non-medical) and Home Health (medical), and provides clear examples that explain how each one is paid for, including private pay, Medicare, Commercial Insurance and in some cases the VA Aid and Attendance Benefit. Kevin shares how BrightStar Care onboards team members and customers and reveals their thorough hiring processes.Takeaways from this episode:-Home health is medical care that is provided in the home, prescribed by a physician and oftentimes it includes services provided by a nurse such as physical therapy, occupational therapy and speech therapy. -Home health is medical care, therefore it's paid for by medical insurance.-Home Care includes helping someone with their personal care, preparing meals or doing some light housekeeping, helping keep them from falling when they're in the home.-Most of the time, Home Care isn't covered by health insurance.-BrightStar care locations are independently audited by Joint Commission, an accredited company that audits healthcare organizations and hospitals. Topics discussed in this episode:-Home Care -Working with your Spouse-Buying a Senior Care Franchise-Background Checks for Caregivers-Caregiver Stories-Differences between Home Care and Home Health-CDC Guidelines-BrightStar Care on Undercover BossTo contact Kevin Jones and learn more about BrightStar Care please follow the links below:214 800 5566 kevin.jones@brightstarcare.comwww.brightstarcare.com/flower-moundhttps://www.facebook.com/BSCFlowerMoundCorrection: In this Podcast it's mentioned that Undercover Boss is available on Netflix. That is no longer the case -Undercover Boss' BrightStar Care episode can be found on CBS' All Access package:https://www.cbs.com/shows/undercover_boss/video/1884813695/undercover-boss-brightstar-care/For topic suggestions, guest features or Podcast support please email Lori@Loriwilliams-seniorservices.com or reach out online:https://www.facebook.com/LoriWilliamsSeniorServices/https://www.instagram.com/theloriwilliams/https://www.linkedin.com/in/theloriwilliams/https://loriwilliams-seniorservices.com/aging-in-style-podcast/

Enlightened Transitions
Dillman Law Group Attorney Discusses Aid and Attendance Eligibility, Spending Down, and More!

Enlightened Transitions

Play Episode Listen Later Sep 24, 2019 53:45


On this episode of Enlightened Transitions, Anna and Dave sit down with one of Dillman Law Group's attorneys, Rachael Rode. Throughout the episode Rachael discusses the eligibility of VA Aid and Attendance benefits, the spending down process, and more! Make sure to like, share, and follow! Visit our website: http://www.dillmanlawgroup.com/enlightened-transitions-podcast/ Contact Dillman Law Group: 317-492-9569 Email Attorney Rode: rachael@dillmanlawgroup.com

Senior Matters Radio
Changes to the VA Aid & Attendance Benefit

Senior Matters Radio

Play Episode Listen Later Dec 31, 2018 28:07


The VA pension program, better known as the Aid & Attendance Benefit, has undergone some changes. The Department of Veterans Affairs (VA) recently released amendments to this needs-based benefit, that will impact the financial and medical aspects of eligibility. On this episode, Attorney Mark Wight breaks down what some of these changes mean for veterans and their surviving spouses.

The Girlfriends' Guide to Senior Living
Episode 2: A Million Little Things

The Girlfriends' Guide to Senior Living

Play Episode Listen Later Nov 5, 2018 31:35


On this second episode of 'The Girlfriends Guide to Senior Living', Girlfriends Gail Peacock and Lori Williams shine a light on how to pay for Senior Housing without breaking the bank!Did you know that you can set up a Savings Account for the future; apply for VA Aid and Attendance Benefits, or even set up a Long Term Insurance?More information is available on the Facebook Page (https://www.facebook.com/The-Girlfriends-Guide-to-Senior-Living-2177317158946580/) or by emailing info@thegirlfriendsguidetoseniorliving.com.

Senior Matters Radio
Qualifying for the VA Aid & Attendance Benefit, What are the Medical Requirements?

Senior Matters Radio

Play Episode Listen Later Feb 24, 2018 28:07


Did you know that Veterans and their survivors who are eligible for a VA pension could potentially qualify for an additional allowance called aid attendance? In continuing our goal to help 1,111 Veterans and their families this year, attorney Mark Wight breaks down the medical requirements for the VA Aid & Attendance Benefit.

Senior Matters Radio
A Comparative Look at Aid and Attendance and Medicaid

Senior Matters Radio

Play Episode Listen Later Nov 18, 2017 28:07


Is the VA Aid and Attendance pension more advantageous to a Veteran's needs than Medicaid? Both Governmental benefits are worth exploring, but choosing the right one depends on your needs. On this episode, Attorney Mark Wight breaks down the pros and cons of each benefit to help you explore these resources further.

Financial Wellness Radio
Honoring Our Veterans: VA Aid and Attendance

Financial Wellness Radio

Play Episode Listen Later Nov 12, 2017


Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Elder Law Report
Elder Law Report - Unplugged: New conference room at our new office on 233 East Graham Street talking about our upcoming events at the end of October and the month of November!

Elder Law Report

Play Episode Listen Later Oct 23, 2017 21:31


Elder Law Report - Unplugged: New conference room at our new office on 233 East Graham Street talking about our upcoming events at the end of October and the month of November! We will also be talking about VA Aid and Attendance since the month of November we will be celebrating Veteran’s Day! Please plug in and join us! #theelderlawguy #newoffice #vetbens #upcomingevents #savingthefarm

Mission Next
027 - Matt Calcagno, President at Big Hearts Home Care

Mission Next

Play Episode Listen Later Aug 29, 2017 28:22


Today's show is with Matt Calcagno, President at Big Hearts Home Care, which help veterans and assists them with the VA Aid and Attendance process and providing the free home care they deserve. Enjoy! www.AmericanDreamU.org

Coach's Corner - Changing The Conversation About Aging
Ep 9 Aid & Attendance Benefit for Veterans w. guest Neal Delisanti

Coach's Corner - Changing The Conversation About Aging

Play Episode Listen Later Aug 25, 2017 26:16


There are number of benefit programs available to Veterans, but half the battle of accessing them is knowing they exist. One such lesser known program is the VA Aid & Attendance Benefit for war vets and surviving spouses. Listen and learn as we talk with Neal Delisanti, Director of Cumberland County Veterans Affairs, as he shares detail on the benefit, eligibility requirements and the application process. To get in contact with the Neal in the Cumberland County office of Veteran Affairs: Email: vetaffairs@ccpa.net Phone: 717.240.6178 or toll free 888.697.0371 ext.6178 Web: www.ccpa.net/130/Veterans-Affairs Pennsylvania Department of Military and Veteran Affairs www.dmva.pa.gov United States Department of Veteran Affairs www.benefits.va.gov/benefits/

Elder Law Report
Elder Law Report 033: Should I Use an Attorney or a Non-Attorney when engaging in VA Aid & Attendance Planning?

Elder Law Report

Play Episode Listen Later Aug 22, 2015 9:30


I was asked this question at a recent seminar. Tune in to find the answer in this short segment. #theelderlawguy

Ron Siegel Radio Network
Ron Siegel Radio Network March 18 2015

Ron Siegel Radio Network

Play Episode Listen Later Mar 20, 2015 57:00


Ron Siegel of Anaheim Hills CA, Robert Mott of La Quinta, CA and Debbie Burak of Washington D.C. discuss current events, financial markets, politics, and even poking fun at the rest of the media in a live radio broadcast from Anaheim CA on NBC Talk Radio.  Ron, Robert and Debbie discuss: Why do people smell the wine cork when presented a freshly opened bottle of wine; What is the VA Aid and Attendance Pension; How many times did Congress try to pass, and fail the VA look back period; 6 Ways Chasing Credit Card Rewards can backfire; Don't get caught in the ‘Renter's Trap'; Why Student Borrowers Deserve the Same Tax Break as Homeowners; Mortgage Minute; Your Credit Matters; Real Time Real Estate; Word on Wealth; The SLT will Provide a Complementary Real Estate Action Plan (R.E.A.P.) Semi-Annually, and so much more. Ron Siegel, consumer advocate and mortgage lender, discusses anything that affects the roof over your head, your bank account or other items that will benefit you / your family. Reach Ron at                   ·         800.306.1990  ·         Ron@RonSiegelRadio.com ·         www.RonSiegelRadio.com ·         www.SiegelLendingTeam.com ·         Twitter: @RonSiegel ·         www.Facebook.com/RonSiegelRadio

Financially Empowering Women
008- Women and Care Giving: Caring for an Elderly Family Member

Financially Empowering Women

Play Episode Listen Later Sep 18, 2013 46:21


We have invited Laurie Hauptman from Hauptman & Hauptman, P.C. to help us understand when you need an elder care attorney so that when a crisis hits, you’ll be emotionally, psychologically, and financially prepared to cope with this very difficult time. Laurie A. Hauptman, Esq. (www.hauptmanlaw.com) is a graduate of SUNY Binghamton and Hofstra Law School. For 8 years she was a trial attorney at a personal injury law firm before joining forces with her husband Yale in establishing Hauptman & Hauptman, PC.  A law firm devoted exclusively to elder and disability law. Laurie is a frequent lecturer on elder law and special needs topics. “What does an elder lawyer do?” is a common question we are asked. The answer is that we put together a plan to help people pay for their future long term care expenses.  We are different than estate planning lawyers in that estate planning lawyers answer the question “What happens if I die?” Elder lawyers answer the question “What happens if I live?” The adult children of our seniors (both women and men) are often the driving force behind getting the necessary legal documents drafted and a long term care plan put into place; however women truly see the importance of getting answers and having a financial and legal plan started. Women are the hub of most families and know that if a plan is not implemented the physical care of taking care of a loved one could fall on them as they are called upon to become the caregivers. The process of creating a long term care plan begins with a phone call-generally from the daughter or daughter-in-law of the person needing help.  Empowering women to make that initial call and take that first step will make a difference in their loved one’s life. Before our client and their family members speak to us they are usually nervous, concerned and apprehensive, but they want to talk to someone. Afterwards we often hear that they are relieved and happy to know that a plan is going to be implemented. The important legal documents that a woman should have are a General Durable Power of Attorney, Health Care Power of Attorney/Living Will and Last Will and Testament.  In fact everyone over 18 should have these. Once your child turns 18 you are not legally permitted to make decisions. Further just because two people are married does not mean they are legally permitted to make decisions for each other. When should you see an elder lawyer: You are healthy and want to get your “ducks in a row” You are married and one spouse gets sick. One spouse can impoverish another spouse You have a special needs child. You will want to make sure your child is protected and can keep government benefits You are a veteran or there is a spouse that is in an assisted living or has large medical expenses and want to get a monthly pension When there is a second marriage with children from the first marriage You don’t have documents (POA, HCD) or you do have documents but they are older than 5 years People have to plan for the future.  Life expectancies are increasing and people’s retirement money needs to be stretched out longer.  The government programs such as Medicare and Medicaid are being strained.  Through long term care planning an elder law attorney can help people utilize government benefits, such as VA Aid and Attendance,  to help pay for their increasing long term care costs.

Living Care Radio Episodes
Living Care Radio for Communities

Living Care Radio Episodes

Play Episode Listen Later Jun 12, 2013 41:21


This is a 41 minute episode of Living Care Radio dedicated just to communities - Independent Living, Assisted Living, Memory Care and even Skilled Nursing. In this episode, Darol Tuttle overviews the Living Care Radio show and marketing opportunities with the show and the law firm. He then discusses big changes in the VA Aid and Attendance program and offers important tips to be prepared when the new law is passed. The rest of the episode highlights promotions that Living Care Radio is run and interviews with guests to include a Continuing Care Retirement Community and an Assisted Living Community. Darol concludes by an invitation: let's partner!

Living Care Radio Episodes
Season 1 Episode 13 Janet Pack with Senior Care Alliance

Living Care Radio Episodes

Play Episode Listen Later Apr 30, 2013 55:54


In this episode, host Darol Tuttle and guest Janet Pack give you an insight as to what the top 10 biggest IRA mistakes people make are. • Mistake #1 – Not taking their RMD (Required Minimum Distribution) • Mistake #2 – Not properly designating beneficiaries (governs where monies are to be distributed) • Listen to hear more of the 10 biggest IRA mistakes!! As an expert in Senior Planning, Janet Pack has completed IRA University and has a background in Estate Planning and Long Term Care planning. She has helped thousands protect their assets and preserve their wealth by using various, not commonly known practices to cover extended care costs. Along with a team of professionals, she keeps you up-to-date on Medicaid, spousal impoverishment and even VA Aid and Attendance. She has weathered years of market risk, tax and Estate law changes.

Living Care Radio Episodes
Living Care Radio Episode 3 airing Feb 16, 2013

Living Care Radio Episodes

Play Episode Listen Later Feb 19, 2013 59:13


Host, Darol Tuttle, airs LIVE with special guest Janet Pack. As an expert in Senior Planning, Janet Pack with Senior Care Alliance has completed IRA University and has a background in Estate Planning and Long Term Care planning. You will find very few individuals in the state of Washington with similar credentials. She has helped thousands protect their assets and preserve their wealth. Janet knows how to help you find financial peace of mind. She has helped thousands protect their assets and preserve their wealth by using various, not commonly known practices to cover extended care costs. Along with a team of professionals, she keeps you up-to-date on Medicaid, spousal impoverishment and even VA Aid and Attendance. She has weathered years of market risk, tax and Estate law changes.

Elder Law Today Podcast
Elder Law Today Show #5 VA Aid and Attendance - The Best Kept Secret in Long Term Care

Elder Law Today Podcast

Play Episode Listen Later Apr 30, 2008 56:00


In the fifth installment of his podcast, Elder Law Today, Yale Hauptman, takes Elder Law Today on the road to a Caregiving Symposium he spoke at recently.  Yale interviews a geriatric care manager, a contractor who makes modifies homes for the elderly and other vendors who attended the symposium about the variety of services they provide to the elderly. In the second segment Yale discusses in greater depth the Veterans Administration Aid and Attendance program, which provides wartime veterans and their spouses who qualify, as much as $1800 per month of additional income which can help pay for home based care and assisted living care.  Learn the details of this little known program and why so many people have been incorrectly told by the VA that they don’t or can’t qualify.  Yale talks about terms such as income for Veteran Administration purposes and unreimbursed medical expenses and why they don’t mean what you might think. Listen to Yale explain the income and asset levels that must be met and how they differ from those of Medicaid.  Yale cautions that in taking the steps necessary to obtain the VA benefit you must be careful not to leave yourself ineligible for other government benefit programs such as Medicaid that might be needed further down the road of what Yale refers to as the elder care journey.  Yale explains how it is possible to preserve eligibility for both programs.  This is definitely a program you won’t want to miss. Click here to listen To subscribe to our podcasts click herePlease send us your feedback