2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

VA Pension Planning – An Overview Part 2

In our recent post, VA Pension Planning – An Overview Part 1, we discussed the service and medical eligibility requirements. Here we will focus on the Means Test of financial eligibility for VA Pension. The Means Test is comprised of Income for VA Purposes, or IVAP, and Net Worth. We will discuss the requirements for both, and some possible options…

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Options For Your Body After Death

There are many issues that need to be addressed fairly quickly after someone passes away. The decedent’s body is usually the first issue that needs to be addressed. The immediate question when someone passes away is: Are they an organ donor? And if the answer is yes, then the follow up questions are: Donating what organs? To whom? And for…

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Depression Can Hinder the Golden Years

Experts say more than 6.5 million seniors suffer from depression. While the illness is not uncommon at any age, seniors tend to face a variety of special challenges, including retirement, illness, loss of a spouse or significant other, and the prospect of being forced out of their homes due to illness or disability. When left undiagnosed or untreated, the depression…

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Use Long-Term Care Insurance as Intended

Mary slammed the cordless phone onto the receiver. Her husband, Tom, peered at her over the top of his newspaper, his eyebrows cocked in concern. “Now what was that about?” he asked. “That was Beth Willis. She says we can’t use Dad’s long-term care insurance for his home health care because he doesn’t meet the criteria of the policy.” Tom…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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