Jan 15, 2019
Today’s show is dedicated to Veteran’s and Veteran’s
spouses.
There are two types of Veteran’s benefits, and you want to make
sure you are taking advantage of all the benefits that apply to
you. Also, there have been some important changes to the Aid and
Attendance benefit that could negatively impact you if you don’t
plan accordingly.
In this episode of The Chris Berry Show, I’ll talk about the new
3-year look-back period, when a Veteran’s Asset Protection trust
could prove useful, and when personal care contracts and power of
attorneys are needed.
In this episode, you’ll learn...
- Chris’ positive focus for the week.
- About the two types of Veteran’s benefits.
- The benefits you get with a disability rating.
- About the Aid and Attendance benefit, how to qualify, and the
new changes.
- What the 3-year look-back period means.
- How we help Veterans personally and through our workshops.
- How to set up a personal care contract with someone other than
a spouse.
- How to get your VA benefits as soon as possible.
- How a Veteran’s Asset Protection trust can help protect the
proceeds from a home sale.
- How to get a free financial and medical power of attorney.
Q&A
In each episode, I take questions from listeners. If you have
any questions that you want answered, feel free to email us at
askchris@thechrisberryshow.com.
Here are the questions I covered in this episode:
- Jedd asked: “If one has to go into assisted living, can
Veteran’s benefits cover some of the costs, even if you have
savings and investments?”
- Shane asked: “Can a person subject to Medicaid rules have an
executive of an estate set up a trust for them to receive an
inheritance? Will a do-it-yourself suffice for our situation?”
- Ron asked: “What kind of power of attorney do I need for an
elderly mom? What documents are necessary after she passes
away?”
- Sam asked: “How should I invest $200,000 for three years if I
want to use the money for traveling
expenses?”
Links & Resources
CJBerryGroup.com
TheChrisBerryShow.com
Michiganestateplanning.com
Register for one
of our free estate & asset protection workshops
Follow us on Social Media
Twitter: www.twitter.com/ElderCareFirm
Facebook: www.facebook.com/chrisberryshow
LinkedIn: www.linkedin.com/in/christopherjberry