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…
Join us for an encore edition of Absolute Trust Talk Episode #028 featuring elder care expert Francesca Vogel of Home Care Assistance. Home Care Assistance and Francesca will be joining us as platinum sponsors of our Elder Advocacy & Law Boot Camp on September 18, 2019. In episode 28 of Absolute Trust Talk, Kirsten welcomes Francesca Vogel, home care liaison…
Sally stared at the notice from the bank and frowned. “What’s that?” her husband, Bill asked. “Another bill for your dad?” Sally nodded. “But this time it’s his monthly mortgage payment. I wonder if we need to pay it. He’s only been dead five days. Maybe they aren’t aware of it.” Bill snorted. “Why pay the mortgage if he’s dead?…
One of the most important aspects of your estate plan may be the decisions you make about your health care. There may come a time when you are no longer able to make such decisions and by planning for that possibility, you can ensure that your desires will be carried out to the very end-of-life. There are three tools at…
The doorbell would not stop ringing. Finally, 80-year-old Mary activated her video doorbell and asked hesitantly, “Who is it?” “My name is Manny Pearson, ma’am. Your son, Jake, sent me. He’s in jail and needs bail money. No one else is answering their phone, so he asked me to come by and get a check from you. He needs $1,000…
This C.A.R. sponsored law creates a simple process for seniors or disabled homeowners to find information on how to apply for a parcel tax exemption. Existing law allows for the imposition of parcel taxes, which are special taxes assessed on individual pieces of property, to fund, among other things, education. Under current law, school districts may exempt seniors (65 years…
“Retiring certainly isn’t for the faint-hearted,” Lily said as she shuffled through a pile of papers on her kitchen table. “I can’t believe all of this paperwork.” Her husband, George, scowled. “Why are you even messing with that stuff? We decided not to claim Social Security for a few more years so we can maximize the benefit. And you’re not…
