008 Veterans Improved Pension Benefits with Jim Swain (Part 1)


Manage episode 154998908 series 1142608
Player FM과 저희 커뮤니티의 Smart Planning 101, Estate Planning, Financial Planning, Business Planning, and Retirement Planning - with Nicole Wipp 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.
Learn more about how we can help our elderly Veterans, or their spouses, widows and widowers, that are in need of long term or at home care with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid & Attendance”). Jim Swain, a nationally recognized expert on VA Improved Pension planning, discusses with host Nicole Wipp in this episode: -Jim’s background, and why this area of law is very satisfying (how much we can help people!) -What the Veteran’s Improved Pension is (a benefit people call “Aid & Attendance”) -What the Veteran’s Administration will tell you about qualifying for the benefit (and why they’re WRONG) -How the written and unwritten rules play into getting this benefit for people -What it takes to get qualified for the benefit -What a family member or spouse should do if they are told they have too much money to qualify -The dangers of allowing a financial planner, annuity salesperson or insurance person to get you/a loved one qualified for Veteran’s Improved Pension – how it can cause financial, tax, and inheritance problems To hear part 2 of this interview, subscribe to our podcast! Read the show notes and learn more by visiting: http://www.smartplanning101.com/8

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