Veterans Pensions for Retired Servicemembers
|
|
- Joseph Smith
- 5 years ago
- Views:
Transcription
1 Vertex Wealth Management, LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY Veterans Pensions for Retired Servicemembers Page 1 of 5, see disclaimer on final page
2 Veterans Pensions for Retired Servicemembers What is it? Introduction The Department of Veterans Affairs (VA) pension program benefits former servicemembers who have limited incomes and, in some cases, health problems that aren't related to military service. The VA also administers a special pension program for Medal of Honor recipients. Currently, veterans are receiving four types of pensions: the Improved Pension, the Old-Law Pension, the Section 306 Pension, and the Medal of Honor Pension. Tip: Veterans with service-connected disabilities will not be entitled to receive a VA pension, but they may be eligible for disability compensation from the VA or for disability retirement pay. Applying for benefits To apply for pension benefits, veterans must: Submit VA Form , Veterans Application for Compensation or Pension. Provide medical records to support any disability claim (if necessary). Provide dependency documents (birth, marriage, and divorce/death records for both the veteran and spouse). Provide military discharge papers (DD Form-214) if they have a copy. For further information, contact a local VA Regional Office by calling (800) The Improved Pension To be eligible for an Improved Pension, veterans who are age 65 or older must have limited income and assets (countable income must be under a certain annual limit and assets cannot be excessive), and they generally must have a period of service that includes at least one day on active duty during wartime and 90 days total active duty time. (Veterans who entered active duty after September 7, 1980 generally must have served at least 24 months or the full period for which they were called or ordered to active duty.) Also, veterans must have been discharged under conditions other than dishonorable. Veterans under age 65 who meet the above requirements may also be eligible if they are permanently and totally disabled, meaning that they will likely be unable to permanently hold a substantially gainful job. Tip: Veterans whose employment and health problems are caused by alcoholism and drug abuse will not be eligible for veterans pensions. Monthly benefit A veteran who qualifies for the Improved Pension will receive a monthly benefit check. The amount he or she receives depends upon the veteran's marital status, whether the veteran has dependent children, and whether the veteran is able to care for himself or herself. Pension benefits are designed not to be the sole source of support for the veteran but rather to supplement other types of income (such as other retirement and Social Security income) in order to bring income up to an established level. This means that if the veteran (or spouse or dependent children) earns income or has unearned income, it may reduce (dollar for dollar) the amount of pension benefit he or she receives. Tip: Some income will not reduce a pension benefit. This income includes Supplemental Security Page 2 of 5, see disclaimer on final page
3 Income (SSI) benefits, welfare benefits, and some wages earned by dependent children. Related benefits Health care--veterans receiving pensions have a high priority for inpatient and outpatient VA medical care. Aid and Attendance--If a veteran enters a nursing home, requires the aid and attendance of another person, or is permanently housebound, he or she may receive an increase in benefits or may be permitted to have additional income that won't lessen his or her pension benefit. Burial benefits--survivors of veterans receiving VA pensions will usually receive a small burial allowance to offset the cost of the veteran's burial in a national or private cemetery. Death pension--available to qualified survivors of low-income veterans, the death pension provides a fixed monthly benefit that usually increases annually with inflation. The amount of monthly benefit a survivor receives depends upon the survivor's other income and whether other dependents reside with the survivor. Survivors who receive a death pension may also be eligible for Aid and Attendance, if they meet the requirements. Vocational training--a veteran receiving a VA pension may be eligible to receive up to 24 months of vocational training and then 18 months of job-placement assistance. Old-Law Pension Veterans who receive the Old-Law Pension must have filed applications for benefits before June 30, 1960, and must be veterans of World War I, World War II, or the Korean War. Otherwise, eligibility rules are the same as the Improved Pension rules. Monthly benefit Beneficiaries receive monthly checks under the same rules as, and in an amount equal to, those received by veterans under the Improved Pension. However, benefits may be reduced if veterans receiving without dependents benefits or Aid and Attendance benefits enter a VA facility for care. For further information, contact a local VA Regional Office at (800) to find the office nearest you. Section 306 Pension Veterans who receive Section 306 Pension benefits must have filed an application between July 1, 1960, and December 31, Anyone currently receiving a Section 306 Pension can switch to the Improved Pension. Otherwise, eligibility rules are the same as those for the Improved Pension except that certain additional items may be excluded from income such as wages of family members under age 18 and dividends from commercial insurance. In addition, certain assets that are countable under the Improved Pension aren't countable under the Section 306 Pension. Monthly benefits Beneficiaries receive benefits under the same rules as, and in an amount equal to, the benefits received under the Improved Pension, with one exception. Some veterans (those without dependents or those who are receiving benefits at a without-dependents rate) will have their monthly benefits reduced three months after entering a VA facility. Page 3 of 5, see disclaimer on final page
4 Medal of Honor Pension A veteran who has been awarded a Medal of Honor can elect to receive a special monthly pension. This pension does not reduce any other government benefits the veteran may receive. Page 4 of 5, see disclaimer on final page
5 Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer Member FINRA/SIPC Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser Vertex Wealth Management, LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY mjaluotto@1stallied.com Page 5 of 5 Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014
Irrevocable Trusts (in Which the Creator Is Not a Beneficiary)
Vertex Wealth Management, LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com Irrevocable Trusts (in Which
More informationSpecial Needs Planning
Vertex Wealth Management LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com Special Needs Planning 12/26/2012
More informationBypass Trust (also called B Trust or Credit Shelter Trust)
Vertex Wealth Management, LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com Bypass Trust (also called
More informationLLC, LLP, PC, LP Business Formation Rules
Vertex Wealth Management LLC Michael Aluotto President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com LLC, LLP, PC, LP Business Formation
More informationVeterans Benefits: Pension Benefit Programs
Christine Scott Specialist in Social Policy Carol D. Davis Information Research Specialist February 26, 2010 Congressional Research Service CRS Report for Congress Prepared for Members and Committees of
More informationCompensating Yourself
Vertex Wealth Management LLC Michael Aluotto President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com Compensating Yourself Page 1 of 5,
More informationVeterans Benefits: Pension Benefit Programs
Christine Scott Specialist in Social Policy Carol D. Davis Information Research Specialist February 26, 2010 Congressional Research Service CRS Report for Congress Prepared for Members and Committees of
More informationAdvanced Estate Planning
Vertex Wealth Management LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com Advanced Estate Planning 12/26/2012
More informationProfessional Corporation (PC)
Vertex Wealth Management, LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com Professional Corporation
More information(1) Name of veteran: First Middle Last. (5) Address: Number Street Apt. No. City State Zip Code (6) Mailing address: Number Street Apt. No.
Intake Form If you are a veterans or a veteran s family member, you may be entitled to veterans benefits. In particular, if the veteran is disabled and in need of financial help, he or she may be eligible
More informationLong Term Care Benefits Available to Surviving Spouses of Wartime Veterans after December 1, 2011
Long Term Care Benefits Available to Surviving Spouses of Wartime Veterans after December 1, 2011 There are over 9 million surviving spouses of veterans currently living in the United States. Many of these
More informationVertex Wealth Management LLC 12/26/2012
Vertex Wealth Management LLC Michael J. Aluotto, CRPC President Private Wealth Manager 1325 Franklin Ave., Ste. 335 Garden City, NY 11530 516-294-8200 mjaluotto@1stallied.com Investment Basics 12/26/2012
More informationVA CLAIM QUESTIONNAIRE
CLAIMANT INFORMATION Full name of veteran: Full name of spouse: Address where mail should be sent: LAW OFFICE OF KATHLEEN FLAMMIA, P.A. 2707 W. Fairbanks Ave., Suite 110 Winter Park, Florida 32789 407-478-8700
More informationIngham County Department of Veteran Affairs For an appointment or more information (517)
For an appointment or more information (517) 887-4331 VA PENSION / DEATH PENSION / AID & ATTENDANCE Information to Assist Veterans, Surviving Spouses, and Their Family Members on Preparing Their Claim
More informationRepresenting Veterans in Disability Cases
Vermont Bar Association 60th Mid-Year Meeting Seminar Materials Representing Veterans in Disability Cases March 30-31, 2017 Equinox Resort & Spa Manchester Center, VT Speaker: Katelyn B. Atwood, Esq. Katelyn
More informationThree Types of Benefits
Three Types of Benefits Disability compensation (service connected or S/C) Non-Service Connected Pension (NSC Pension) Dependency and Indemnity Compensation (DIC) Disability Compensation Disability compensation
More informationVeterans Benefits: Dependency and Indemnity Compensation (DIC) for Survivors
Veterans Benefits: Dependency and Indemnity Compensation (DIC) for Survivors Christine Scott Specialist in Social Policy January 4, 2013 CRS Report for Congress Prepared for Members and Committees of Congress
More informationSocial Security Retirement Benefits
Marquez Private Wealth Michelle Marquez Managing Director 2 North Lake Ave Suite 910 Pasadena, CA 91101 626-658-9615 michelle@marquezprivatewealth.com Social Security Retirement Benefits Page 1 of 5, see
More informationDepartment of Veterans Affairs Aid and Attendance Benefit
SPECIAL REPORT Department of Veterans Affairs Aid and Attendance Benefit This Special Report is brought to you by HOOK LAW CENTER Legal Power for Seniors Tel: 757-399-7506 Fax: 757-397-1267 Locations:
More informationSocial Security Retirement Benefits
Financial Advisor Social Security Retirement Benefits Page 1 of 5, see disclaimer on final page Social Security Retirement Benefits Social Security was originally intended to provide older Americans with
More informationSocial Security Retirement Benefits
Mark Aho Financial Group Mark Aho, MBA, CFP, CIMA President MAFG, Financial Advisor, RJFS 205 N. Lakeshore Blvd, Ste B Marquette, MI 49855 906-226-0880 Mark.Aho@RaymondJames.com Social Security Retirement
More informationStep 1: Before You Start
Step 1: Before You Start INSTRUCTIONS FOR COMPLETING APPLICATION FOR HEALTH BENEFITS What is VA Form used for? To apply for enrollment in the VA health care system, or for nursing home, domiciliary or
More informationHealthcare in Retirement
MICHELE SCHNEIDER, CFP Registered Representative 1170 HWY A1A SATELLITE BEACH, FL 32937 321-777-7044 Fax 321-777-7037 Healthcare in Retirement Page 1 of 6, see disclaimer on final page Healthcare in Retirement
More informationDisability Insurance Basics
Weller Group LLC Timothy Weller, CFP CERTIFIED FINANCIAL PLANNER 6206 Slocum Road Ontario, NY 14519 315-524-8000 tim@wellergroupllc.com www.wellergroupllc.com Disability Insurance Basics March 06, 2016
More informationColorado Bar Association Elder Law Section December 20, 2018
Colorado Bar Association Elder Law Section December 20, 2018 The Law Offices of Michael L. Shea, LLC PO Box 460092 Aurora, CO 80046-0092 303-710-9521 mike@mikesheaveteranslaw.com University of Denver,
More informationProviding WIPA Services to Veterans with Disabilities Part 2
Providing WIPA Services to Veterans with Disabilities Part 2 May 19, 2015 1 Training Objectives After completing this training, CWICs should: Understand how eligibility for Military retirement based on
More informationVeterans Benefits: An Overview
Order Code RS22902 June 25, 2008 Veterans Benefits: An Overview Carol D. Davis Knowledge Services Group Sidath Viranga Panangala and Christine Scott Domestic Social Policy Division Summary The Department
More informationFUNERAL PRE-PLANNING GUIDE For
FUNERAL PRE-PLANNING GUIDE For Bluffton Funeral Services Lanett, Alabama 334-644-9448 TO MY FAMILY: It is my wish to spare you as much anxiety, inconvenience and unnecessary expense as possible. The instructions
More informationELDER & DISABILITY LAW CLINIC CLIENT INFORMATION WORKSHEET (TO BE COMPLETED BY CLIENT PRIOR TO INITIAL CONSULTATION)
ELDER & DISABILITY LAW CLINIC CLIENT INFORMATION WORKSHEET (TO BE COMPLETED BY CLIENT PRIOR TO INITIAL CONSULTATION) PART 1 General Information Name of Client: Date: Current Address: County: Is this a
More informationUNDERSTANDING AID AND ATTENDANCE: CONFLICTS BETWEEN PLANNING FOR VETERAN S DISABILITY PENSION AND PLANNING FOR MEDICAID
UNDERSTANDING AID AND ATTENDANCE: CONFLICTS BETWEEN PLANNING FOR VETERAN S DISABILITY PENSION AND PLANNING FOR MEDICAID Christopher M. McCarthy, CELA* White & McCarthy, LLP 15871 City View Drive, Suite
More informationINSTRUCTIONS FOR COMPLETING APPLICATIONS FOR HEALTH BENEFITS
Department of Veterans Affairs INSTRUCTIONS FOR COMPLETING APPLICATIONS FOR HEALTH BENEFITS OMB Approved No. 2900-0091 DEFINITIONS SERVICE-CONNECTED: A veteran with a VA determination that an illness or
More informationSocial Security, Medicare and Pensions
Social Security, Medicare and Pensions 22 nd Edition Attorney Joseph L. Matthews Introduction... 1 Chapter 1 Social Security: The Basics... 5 Learning Objectives... 5 Introduction... 5 History of Social
More informationThe following are potential resources for which the client may be eligible: - Be age 65 or over, or blind or disabled.
5.6 POTENTIAL RESOURCES The following are potential resources for which the client may be eligible: A. SSA BENEFITS 1. Supplemental Security Income (SSI) a. Description SSI is federally administered public
More informationVeterans Benefits. Our Experience is Your Protection. Long Island s Signature. Elder Law, Special Needs & Estate Planning Law Firm
Veterans Benefits Our Experience is Your Protection Long Island s Signature Elder Law, Special Needs & Estate Planning Law Firm January 2017 MEMORANDUM REGARDING VETERAN BENEFITS This memorandum is provided
More informationUnderstanding the Veterans Pension Benefit (Commonly Called Aid and Attendance Benefit for Long Term Care)
Understanding the Veterans Pension Benefit (Commonly Called Aid and Attendance Benefit for Long Term Care) Compliments of FREDRICK P. NIEMANN, ESQ. HANLON NIEMANN, PC 3499 Route 9 North, Suite 1-F Freehold,
More informationPersonal Document Locator
W F Stevens Financial Advisors, LLC Bill Stevens Wealth Advisor, RJFS 518 E White House Canyon Rd Suite 110 Green Valley, AZ 85614 520-393-0924 william.stevens@raymondjames.com www.stevensadvisors.com
More informationRick Rousseau Colonel (Retired), U.S. Army
Rick Rousseau Colonel (Retired), U.S. Army Criss & Rousseau Law Firm (CrissRousseau.com) Rick.Rousseau@CrissRousseau.com Central Texas Office: Galveston Office: 100 W. Central Texas Expressway, Suite 106
More informationPersonal Document Locator
Furr & Associates Financial, Inc. CHUCK FURR, CFP 5575 Garden Village Way Greensboro, NC 27410 336-852-4554 cfurr@furrandassociates.com www.furrandassociates.com Personal Document Locator Page 1 of 7,
More informationProperty Tax Exemptions
Property Tax s Presented to the Monroe County School Boards Association November 13, 2014 Presented by: Lou Alaimo, Assistant Superintendent Brighton Central School District Discussion Items Overview of
More informationTaxation and Health Insurance
Thorley Wealth Management, Inc. Elizabeth Thorley, MS, CFP, CLU CEO & President 1478 Marsh Road Pittsford, NY 14534 585-512-8453 203 Fax: 585.625.0477 ethorley@thorleywm.com www.thorleywm.com Taxation
More informationThe Social Security Administration requires the following information:
When A Death Occurs The time immediately following the death of a loved one can be days of intense sorrow and emotional stress. The Funeral Director may act as an advisor on many of the immediate problems;
More informationWeller Group LLC January 30, 2017
Weller Group LLC Timothy Weller, CFP CERTIFIED FINANCIAL PLANNER 6206 Slocum Road Ontario, NY 14519 315-524-8000 tim@wellergroupllc.com www.wellergroupllc.com Asset Protection Page 1 of 6, see disclaimer
More informationLegal Planning for the Expected and Unexpected Events in Life
Legal Planning for the Expected and Unexpected Events in Life Patricia J. Schraff John P. Thomas Schraff & King Co., LPA 2802 SOM Center Rd., Suite 200 Willoughby Hills, Ohio 44094 440-585-1600 Tools in
More informationUNDERSTANDING AID AND ATTENDANCE: CONFLICTS BETWEEN PLANNING FOR VETERAN S DISABILITY PENSION AND PLANNING FOR MEDICAID
UNDERSTANDING AID AND ATTENDANCE: CONFLICTS BETWEEN PLANNING FOR VETERAN S DISABILITY PENSION AND PLANNING FOR MEDICAID Christopher M. McCarthy, CELA* White & McCarthy, LLP 15871 City View Drive, Suite
More informationDeath Benefits Overview
REDSTONE LEGAL BRIEF A Preventive Law Service of The Office of the Staff Judge Advocate Redstone Arsenal, AL Keeping You Informed On Personal Legal Affairs Death Benefits Overview THIS HANDOUT is provided
More information106 - VETERANS BENEFITS
106 - VETERANS BENEFITS "This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is
More informationDisability Insurance Basics
Raymond James Financial Services, Inc Clarence Brown 4424 NW American Lane Suite 102 Lake City, FL 32055 386-755-2260 clarence.brown@raymondjames.com Disability Insurance Basics October 21, 2015 In general,
More informationDepartment Of Veterans Affairs 2 Main Divisions
Federal Veterans Benefits Anna S. Richardson, Esq. Co-Executive Director January 16, 2018 MCLE/MLRI Department Of Veterans Affairs 2 Main Divisions Veterans Benefits Administration Regional Offices Boston,
More information2018 Rates for Burial, Special Benefits, Grants and Special Allowances
2018 Rates for Burial, Special Benefits, Grants and Special Allowances Burial and Plot Rate Table 2018 SERVICE CONNECTED DEATH $2,000 NON-SERVICE CONNECTED DEATH (Reimbursement; veteran dies while hospitalized
More informationWho is Eligible for Veterans Affairs Basic Pension and Aid and Attendance?
Updated 1/4/17 Veterans Affairs Aid and Attendance Benefits FACT SHEET CANHR is a private, nonprofit 501(c)(3) organization dedicated to improving the quality of care and the quality of life for long term
More informationName: Last First Middle. Present Address: Street City State. Permanent Address: Street City State. Phone No: Referred by:
APPLICATION FOR EMPLOYMENT SUMTER COUNTY PROPERTY APPRAISER We are an equal opportunity employer dedicated to non discrimination in employment on the basis of race, color, age, religion, sex, national
More informationAdult Financial Reference Guide
Adult Financial Aging and Adult Services oversees the 64 County Departments of Human/Social Services who provide financial grants to low-income aged, blind, and disabled persons to assist in meeting basic
More informationMILITARY SERVICE: Husband Wife
PERSONAL ESTATE RECORD FAMILY DATA: Husband Full Name Residence Birth Date Birth Place Date of Death S.S. No. Marital Status Wife Children Grandchildren PREVIOUS MARRIAGE(S): Date of Maiden Name Of Spouse
More information1939 Survivors Insurance Medicare Supplemental Security Income Disability. A Foundation for Planning Your Future
1 A Foundation for Planning Your Future 2 Social Security s Programs 1935 Retirement Insurance 1939 Survivors Insurance 1956 Disability 1965 Medicare 1972 Supplemental Security Income 3 Who Gets Benefits
More informationREVOCABLE LIVING TRUSTS EXPOSED
White Paper REVOCABLE LIVING TRUSTS EXPOSED MAESTRO WEALTH ADVISORS www.maestrowealth.com R112018 CONTENTS GAINING MAXIMUM BENEFITS FROM A LIVING REVOCABLE TRUST... 4 WHAT IS A LIVING REVOCABLE TRUST?...
More informationPLANNING YOUR LEGACY VA SURVIVORS AND BURIAL BENEFITS KIT
PLANNING YOUR LEGACY VA SURVIVORS AND BURIAL BENEFITS KIT Planning Your Legacy: VA Survivors and Burial Benefits Kit 1 The Department of Veterans Affairs (VA) offers this survivors and burial benefits
More informationWealth Due to Inheritance
PPS Advisors Inc. Lawrence N. Passaretti CEO, CIO 4250 Veterans Memorial Hwy Suite 100E Holbrook, NY 11741 631-439-4600 x362 631-439-4604 (Fax) lpassaretti@ppsadvisors.com www.ppsadvisors.com Wealth Due
More informationCRS Report for Congress
Order Code RL33216 CRS Report for Congress Received through the CRS Web Veterans Benefits Issues in the 109 th Congress December 30, 2005 Paul J. Graney Analyst in Social Legislation Domestic Social Policy
More informationServices and Benefits. Date, Place
Services and Benefits Date, Place 1 Objectives of the Presentation To provide information on who Veterans Affairs Canada (VAC) serves. To provide an overview of VAC s benefits and services available to
More informationAn introduction to VA disability benefits
Introduction to Benefits for Veterans with Disabilities An introduction to VA disability benefits Unruh Law, P.C. 100 Pine Street, Suite 1250 San Francisco, CA 94111 john@jru-law.com About Me B.A. from
More informationSocial Security: With You Through Life s Journey. Produced at U.S. taxpayer expense
Social Security: With You Through Life s Journey Produced at U.S. taxpayer expense We re With You From Day One Most Popular Baby Names A fun by-product of assigning Social Security numbers at birth is
More informationPlanning for Social Security
Weller Group LLC Timothy Weller, CFP CERTIFIED FINANCIAL PLANNER 6206 Slocum Road Ontario, NY 14519 315-524-8000 tim@wellergroupllc.com www.wellergroupllc.com Planning for Social Security March 06, 2016
More informationALASKA ADULT PUBLIC ASSISTANCE MANUAL CHAPTER CONTENTS 480 CASE MAINTENANCE... X-1
CHAPTER CONTENTS Section Page 480 CASE MAINTENANCE... X-1 480-1 REVIEWS... X-1 A. REVIEW S FOR NON-SSI RECIPIENTS... X-1 B. REVIEWS FOR SSI RECIPIENTS... X-1 C. SPECIAL REVIEWS... X-1 D. INTERVIEW REQUIREMENTS...
More informationSpecial Needs Planning Questionnaire (Single Person)
Special Needs Planning Questionnaire (Single Person) Date: Person supplying answers to these questions: Client Parent Other (Relationship: ) If other than Client:Name Address Phone--Day: Night: Mobile:
More informationBasics of Medicaid, Special Assistance, and VA Benefits
Basics of Medicaid, Special Assistance, and VA Benefits Daniel A. Jenkins, J.D., LL.M. (Tax) Law Office of Daniel A. Jenkins 2015 Ayrsley Town Blvd., Ste. 202 Charlotte, NC 28273 704.705.0711 daniel@danielajenkins.com
More informationFuneral Planning Resource Guide for Families
Funeral Planning Resource Guide for Families Carroll Hospice social workers, chaplains and bereavement staff are available to you and your loved ones as you make arrangements. This guide will provide additional
More informationSpecial Needs Lawyers, PA
Special Needs Lawyers, PA 901 Chestnut Street, Suite C Clearwater, Florida 33756 Phone: (727) 443-7898 Fax: (727) 631-0970 SpecialNeedsLawyers.com Travis D. Finchum, Esq. Board Certified in Elder Law Linda
More informationPersonal Document Locator
Corbenic Partners 1525 Valley Center Parkway Suite 310 Bethlehem, PA 18017 610-814-2474 www.corbenicpartners.com Personal Document Locator Page 1 of 7, see disclaimer on final page Personal Document Locator
More informationPersonal Document Locator
Sensus Wealth Management Group LLC Sensus Wealth Dan Rodriguez President 8000 IH-10 West 15th Floor San Antonio, TX 78230 210-735-4000 210-364-7355 dan.rodriguez@sensuswealth.com www.sensuswealth.com Personal
More informationPersonal Document Locator
Wealth Planning Associates KEVIN WEBB, ChFC, MBA * Investment Advisor Representative 1801 S. Meyers Rd #150 Oakbrook Terrace, IL 60181 630-242-1483 630-334-1145 kw@kevinwebb.net www.kevinwebb.net Personal
More informationNEW RULES TRANSFORM VA PENSION BENEFITS. On September 18, 2018, the Department of Veterans Affairs (the VA ) published a final
NEW RULES TRANSFORM VA PENSION BENEFITS Lori A. Leu, CELA Leu & Peirce, PLLC Plano, Texas lleu@leulawfirm.com On September 18, 2018, the Department of Veterans Affairs (the VA ) published a final rule,
More informationTaddei, Ludwig & Associates, Inc.
Taddei, Ludwig & Associates, Inc. Kirk Ludwig, ChFC, CFP Scot Elrod Diane McCracken, ChFC Matt Taddei, CLU, CFP 999 Fifth Ave., Suite 230 San Rafael, CA 94901 415-456-2292 scot@tlafinancial.com www.tlafinancial.com
More informationPlanning for Social Security
Center for Wealth Management Susan A. Myers, CPA, CFP, CLTC Robert J. Moore Justin M. Williamson 755 W. Big Beaver Rd, Ste 600 Troy, MI 48084 248-680-0490 smyers1@metlife.com www.center4wealthmgmt.com
More informationHistory - Social Security s Programs
1 Presentation Social Security History Social Security Benefits and Eligibility Windfall Elimination program and Government Pension offset Medicare and enrollment periods Online Services 1 2 2 History
More informationTHE PAPER SAFE. Important Documents. for Veterans and. Their Loved Ones
THE PAPER Important Documents SAFE Their Loved Ones for Veterans and Associates of Vietnam Veterans of America 8719 Colesville Road, Suite 100 Silver Spring, MD 20910 Telephone (301) 585-4000 Fax Main
More informationLoss of Spouse Checklist
Armstrong Wealth Management Group Reginald A. T. Armstrong, CPWA President 1807 West Evans St., Suite A Florence, SC 29501 843-292-9997 armstrongwealth@lpl.com armstrongwealth.com Loss of Spouse Checklist
More informationNicholson Financial Services, Inc. March 15, 2018
Nicholson Financial Services, Inc. David S. Nicholson Financial Advisor 89 Access Road Ste. C Norwood, MA 02062 781-255-1101 866-668-1101 david@nicholsonfs.com www.nicholsonfs.com Asset Protection March
More informationPERSONAL HISTORY SHEET
SURVIVORS CHECKLIST This booklet has been prepared for you by the Air Line Pilots Association s Retirement and Insurance Department and the Delta MEC Retirement and Insurance Committee as an aid to you
More informationA Foundation for Planning Your Future
1 A Foundation for Planning Your Future 4 Save for a Secure Future Social Security is the foundation for a comfortable retirement, but you also will need other savings and investments. If you want to learn
More informationSocial Security: With You Through Life s Journey
Social Security: With You Through Life s Journey Takeya L. Haugabook, Public Affairs Specialist Produced at U.S. taxpayer expense Visit and share: youtube.com/socialsecurity History of Social Security
More informationCHAMPVA Supplement Plan
CHAMPVA Supplement Plan The RAUS CHAMPVA Supplement Plan Provides You With The Protection You May Need When A Serious Covered Accident Or Sickness Occurs The RAUS CHAMPVA Supplement Plan, when combined
More informationRaymond James April 05, 2012
Raymond James Michael West, CFP, WMS Vice President Investments 101 West Camperdown Way Suite 600 Greenville, SC 29601 864-370-2050 x 4544 864-884-3455 michael.west@raymondjames.com www.westwealthmanagement.com
More informationChlebina Capital Management, LLC January 04, 2018
Chlebina Capital Management, LLC Larry Chlebina President 843 N. Cleveland-Massillon Rd Suite DN12 Akron, OH 44333 330-668-9200 lchlebina@ccapmanagement.com www.chlebinacapital.com Health-Care Reform January
More information(Retiree Affairs Planning Guide) FEB 2013
(Retiree Affairs Planning Guide) FEB 2013-1 - TABLE OF CONTENTS TITLE PAGE 1. Reporting the retiree s death......3 2. Survivor Assistance...3 3. Retiree Pay Account...4 4. Veterans Administration...4 5.
More information38 USC NB: This unofficial compilation of the U.S. Code is current as of Jan. 4, 2012 (see
TITLE 38 - VETERANS BENEFITS PART II - GENERAL BENEFITS CHAPTER 15 - PENSION FOR NON-SERVICE-CONNECTED DISABILITY OR DEATH OR FOR SERVICE SUBCHAPTER III - PENSIONS TO SURVIVING SPOUSES AND CHILDREN Other
More information"I'm going to help you get your financial house in order. Basically, I want to help you do what you haven't done."
LIGHTHOUSE FINANCIAL STRATEGIES LTD. Personal Document Locator Prepared by Mike F. Moss, LUTCF "I'm going to help you get your financial house in order. Basically, I want to help you do what you haven't
More informationTaxation of Disability Insurance Benefits and Premiums
One Resource Group 13548 Zubrick Road Roanoke, IN 46783 888-467-6755 Life_Sales@ORGCorp.com Taxation of Disability Insurance Benefits and Premiums Page 1 of 5, see disclaimer on final page Taxation of
More informationGovernment health care program fundamentals
Page 1 of 12 Government health care program fundamentals Guidelines for making well-informed decisions Table of contents 3 Medicare essentials 8 Department of Veterans Affairs Health Care Benefits Essentials
More information1 Estate Planning DAV MSO Melina Selimbegovic, CTFA (703)
1 Estate Planning DAV MSO 2016 Melina Selimbegovic, CTFA Mselimbegovic@aafmaa.com (703) 707-8023 Agenda Introduction History of AAFMAA Wealth Management & Trust LLC (AWM&T) Estate Planning What is Estate
More informationMedicaid and VA Benefits Eligibility and Estate Recovery
Medicaid and VA Benefits Eligibility and Estate Recovery Bret H. Davis, JD, CPA Davis Law Firm, P.A. 1110 London Street, Suite 201 Myrtle Beach, SC 29577 (843) 839-9800 www.davislawfirm.us bdavis@davislawfirm.us
More informationUsing Aid & Attendance to Pay any Person for Home Care
Using Aid & Attendance to Pay any Person for Home Care Most people who have heard about Pension know that it will cover the costs of assisted living and, in some cases, cover nursing home costs as well.
More informationSocial Security: With You Through Life s Journey. Produced at U.S. taxpayer expense
Social Security: With You Through Life s Journey Produced at U.S. taxpayer expense We re With You Through Life s Journey We re With You From Day One Most Popular Baby Names A fun by-product of assigning
More informationSocial Security Benefits
Chapter 1 Social Security Benefits John J. Campbell, Esq. Law Offices of John J. Campbell, P.C. SYNOPSIS 1-1. Retirement Benefits 1-2. Disability Benefits 1-3. Supplemental Security Income Benefits 1-4.
More informationCaring for an Aging Parent Checklist
Ciccarelli Advisory Services, Inc. 9601 Tamiami Trail North Naples, FL 34108 239-262-6577 800-359-9860 Ciccarelli@CAS-NaplesFL.com www.casmoneymatters.com Caring for an Aging Parent Checklist Page 1 of
More informationPost Service Officer Basics. Cindy Smith Outreach Service Officer June 2018
Post Service Officer Basics Cindy Smith Outreach Service Officer June 2018 1 Post Service Officer Basics What you should know? NVS Policy & Procedure Code of Conduct Knowledge on VA Benefits VA Forms to
More informationDeath Benefits Guide
Death Benefits Guide PLANNING FOR YOUR FAMILY S FUTURE A death in the family too often finds the survivors ill-prepared to cope with the loss. That lack of preparation, and particularly the lack of information,
More informationPERSONAL AFFAIRS RECORD
RETIREE ACTIVITIES OFFICE HANSCOM AFB, MA 01731 PERSONAL AFFAIRS RECORD PERSONAL AND FAMILY DATA DATE NAME First Middle Last RETIRED GRADE/SERIAL NUMBER (S) SSN DOB PLACE OF BIRTH City County State FATHER
More informationBeneficiary Designations for Roth IRAs
Weller Group LLC Timothy Weller, CFP CERTIFIED FINANCIAL PLANNER 6206 Slocum Road Ontario, NY 14519 315-524-8000 tim@wellergroupllc.com www.wellergroupllc.com Beneficiary Designations for Roth IRAs Page
More information11/9/2017 MEDICAID, THE VA, AND ELIGIBILITY MEDICAID - DEFINED MEDICAID FUN FACTS - FLORIDA
MEDICAID, THE VA, AND ELIGIBILITY NOVEMBER 14, 2017 ELDER AND DISABILITY LAW FORUM KOLE J. LONG, ESQ. SPECIAL NEEDS LAWYERS, PA MEDICAID - DEFINED MEDICAID IS A JOINT FEDERAL AND STATE PROGRAM THAT, TOGETHER
More informationWhat My Family Should Know
What My Family Should Know A GUIDE FOR GETTING YOUR AFFAIRS IN ORDER Date Completed: 1 Foreword We cannot stress too often the importance of getting your personal affairs in order. This process is important
More information