The NEW rules go into effect on October 18th of this year. Included in the rule changes is a 36 month look-back period. What does this mean to the clients that have already signed and turned in their VA Pension application and to the clients that have yet to do so? Clients that have already…
The experience of finding a companion is exciting to most at any age. To someone that has lost a spouse, or has never thought about marriage until retirement age, it can be an exciting time that they didn’t expect in their later life. 50% of retired Seniors are remarrying or getting married for the first…
Attorney Training Conference Roswell, Ga Office October 24th-25th Day 1 8:30 am-5:00 pm Day 2 8:30 am-3:00 pm Major Topics: Changes in VA Pension Program What to expect and how we manage these changes as we move forward Review the change specifics Provide case studies associated to the new rules Sales strategies This course provides…
Even though most of your clients think of their furry friend as one of the family, they are often overlooked when going through the estate planning process. They think of them as a companion, but how does probate see them? Legally pets are classified as property, therefore have to be listed as such. When starting…
Should an estate planner fail to make certain considerations, not only can they undermine their practice’s integrity but also jeopardize a beneficiary’s financial security. How do you avoid these common mistakes when drafting trusts for minors? 1. Not choosing the right trustee We all know that our clients would rather not spend too much time…
What happens if a veteran couple is awarded a pension and one of them passes away? Does the pension stop? If the spouse of a veteran passes away, the veteran family should notify the VA of the death and send a copy of the death certificate. The VA will then adjust the pension to reflect…
