Long-Term Planning &
Veteran Benefits
A BRIEF GUIDE TO THE VETERANS ADMINISTRATION NON-SERVICE-CONNECTED IMPROVED PENSION FOR AID & ATTENDANCE FOR VETERANS
Our goal is to educate the Veteran, Spouse or Survivors about benefits they may be eligible for when their health changes. We assist in receiving the Improved Pension & integrate it with a sound Long-Term Plan.
With more than 25 years in business – we have developed a strong network of strategic partners & qualified professionals to help provide solutions for much more than we initially set out to do! From meal services to advanced estate planning – JUST ASK! WE KNOW WHO CAN HELP!
Even those that think they may not qualify find they benefit from having a clear plan for when their health changes. You may be able to receive almost $37,000/yr, TAX-FREE – AT HOME! FOR LIFE!!
Who you work with doesn’t influence our level of commitment. Although we welcome working with existing relationships that are involved in the affairs of the Veteran or their family – we are able to recommend professionals that are experts in their fields. Our offices work nationwide with C.P.A.’s, insurance agents, financial advisors, real-estate agents, & VA-accredited attorneys, etc. They dedicate their time and are available to the Client (at no-charge) through our offices to provide guidance before any actions are taken.
There is never any charge to the Veteran or their family for information or our services. We are not employed by the Veterans Administration or the Government. We are compensated through commissions paid from insurance companies and through contract work with other professionals should their services be recommended and the Client decides to pay them for such services.
Who should apply?
All Veterans, Spouses, or surviving Spouses (or their family members, caregiver, etc.) We are honored to be able to provide as much information as possible to help us in
OUR MISSION: TO SERVE THOSE THAT SERVED US.
CONFIDENT. SECURE. Nothing will be shared, processed, released or charged without prior knowledge and understanding of all parties. Period.
What benefit or pension is this? All of them? Will it affect other pensions? The VA’s Non-Service Connected Improved Pension for Aid & Attendance is available to QUALIFIED VETERANS, THEIR SPOUSES &/OR THEIR WIDOW(ER) & helps provide financial assistance when their health changes.
What is the potential benefit amount?
What are the Qualifications?
There are 3 areas: MILITARY. MEDICAL. MONETARY. MILITARY:
Must have a minimum of 90-days active-duty service (even if not in combat).
Discharge (DD-214) anything other than “Dishonorable”. At least one (1) day during “War”
- WWII 12/7/1941 – 12/31/1946
- KOREA 6/27/1950 – 1/31/1955
- VIETNAM 8/5/1964 – 5/7/1975
- GULF/MID 8/20/1990 – PRESENT
MEDICAL: Must be at least 65 years of age or disabled (disability need not be service-connected). Must need assistance with at least 2 out of the 6 Activities of Daily Living (ADLs). Physician’s Statement (VA FORM 21-2680). Blindness & Cognitive Impairments are automatic qualifiers. Must be married to the Veteran or be the un-remarried, Surviving Spouse of the Veteran. (The benefits follow the Veteran.)
MONETARY: Specifically – Income & Assets. The VA has an INCOME threshold that requires at least 80% of income goes towards medical & care expenses and less.
The ASSET requirements include written & “unwritten” guidelines that are fully considered – and can be properly planned for – no matter the size of the Estate!
CONTACT US FOR MORE INFORMATION AND TO BEGIN THE PROCESS!
Sources:
https://www.va.gov/pension/veterans-pension-rates/
https://www.va.gov/pension/survivors-pension-rates/
https://www.va.gov/pension/aid-attendance-housebound/
*INSURANCE PRODUCTS AND SERVICES ARE OFFERED THROUGH AMERICAN SENIOR BENEFITS DBA RETIREMENT ROOTS LLC.
We are not affiliated with, or endorsed by, the Social Security Administration or any other government agency