Estate Planning Presenter

Steven Rubin Headshot - Elder Care & Estate Planning Lawyer

STEVEN L. RUBIN

B.A., J.D., CELA

BIO

Location Sponsor

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The Aid and Attendance Program Highlights

The Aid and Attendance program is often referred to as the VA's best-kept secret because the VA is not required to notify veterans or their spouses if they qualify for benefits. During this presentation:

  • Discover how wartime veterans and their spouses can access up to $43,791 per year in tax-free income to cover long-term or home health care costs.
  • Learn what the “3-Year Look Back Period” and the “5-Year Penalty” is.
  • Utilize legal strategies to safely reallocate assets/income without triggering penalties.
  • Learn how to take advantage of more generous deductions.
  • Access benefits faster and with less stress.

Learn how to access The Aid and Attendance Program for daily income assistance.

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korean war and vietnam veteran smiling looking at each other
financial Planning For Veterans write on sticky notes isolated on office desk.

Critical Information You Will Learn

  • What are the 5 costly mistakes families make in their estate plans?
  • Probate - what is it, why does everyone want to AVOID it?
  • The difference between an ASSET PROTECTION Trust and a Living Trust.
  • What is the difference between a “Death Plan” and a “Life Plan?”
  • How do I ensure my children don’t waste or lose their inheritance?
  • How do I leave my money to my kids who are financially irresponsible?
  • How do I keep my assets in the family and protect hem from lawsuits, or my child’s ex-spouse?
  • What is the importance of having my Trust updated in light of the recent changes to Estate Tax Laws?

Don’t miss this important free workshop for veterans seeking benefits.

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Contact Us Today To Get Started!