Archive for November 2025
Beyond Aid & Attendance: Resources Advisors Should Share with Veterans & Their Families
As November brings Veterans Day, advisors have an important opportunity to support veteran clients and their families—not just through Aid & Attendance (A&A), but by highlighting additional resources that enhance care, support caregivers, and improve quality of life. Key Benefits Beyond A&A While A&A is widely recognized for helping veterans and surviving spouses who need…
Read MoreAid & Attendance + Medi-Cal: Strategic Planning Insights for Veteran Long-Term Care
For professionals advising veterans and their families, understanding how VA Aid & Attendance (A&A) and Medi-Cal interact is essential. Both programs provide support for long-term care, but they operate differently, and the optimal strategy often depends on each client’s unique circumstances. Both Programs Support Long-Term Care Aid & Attendance is a VA benefit for veterans…
Read MoreCare Is Expensive—But Veterans Could Receive Up to $3,649/Month. Here’s How to Start the Process Now.
Caring for a loved one—especially a veteran—can be costly. Between medical bills, in-home care, and daily living expenses, families often find themselves stretched thin. What many don’t realize is that the Department of Veterans Affairs (VA) offers significant financial support that could help cover these costs, sometimes amounting to thousands of dollars per month. How…
Read MoreFamilies Are Missing Out: Caregiving Stipends, Survivor Support & More—Does Your Veteran Qualify?
When it comes to supporting aging veterans, many families don’t realize the full range of benefits available. From financial assistance for caregivers to survivor support, the Department of Veterans Affairs (VA) offers programs that can make a meaningful difference in daily life—but only if families know to access them. Caregiving Stipends: Support for Those Who…
Read MoreFor the Veteran in Your Life: Little-Known Benefits That Bring Comfort, Dignity & Support
When we think about supporting a veteran, we often focus on medical care or pensions—but the most meaningful support often comes in forms that preserve independence, comfort, and dignity. Many veterans and families are unaware of the resources available to improve daily life, ease caregiver stress, and maintain a sense of normalcy. Accessing these benefits…
Read MorePlanning Ahead for Aging Veterans: The Most Compassionate Step Families Can Take Before Care Is Needed
Caring for a loved one is never easy, and when that loved one is a veteran, the landscape of options and support can feel overwhelming. One of the most compassionate steps families can take is planning ahead—long before urgent care is needed. By taking proactive measures, families can ensure veterans receive the care they deserve…
Read MoreGratitude That Meets You Where You Are
Gratitude is often portrayed as a warm, glowing feeling—something you summon when life is going well, when the sun is shining, when the milestones are being celebrated, and the checklists are being ticked off. But the truth is, life is rarely so neat. There are days when joy feels distant, when stress weighs heavily on…
Read MoreClearing Up VA Confusion: Guiding Clients Through Eligibility, Look-Back Rules & Care Options
Navigating VA benefits can be overwhelming—for both clients and the professionals advising them. From eligibility requirements to look-back rules and care options, understanding the basics is key to helping veterans and their families access the support they’ve earned. Here’s what advisors need to know: Understanding Eligibility VA benefits require three main qualifications: military service, medical…
Read MoreVeterans Benefits 101 for Professionals: Helping Clients Access Funding for Long-Term Care
Veterans and surviving spouses often face high costs when planning for long-term care—but many families are unaware of the benefits available to them. Professionals across financial, legal, healthcare, and elder care fields can play a crucial role in helping clients access these resources. Understanding these benefits allows you to provide informed guidance, help families preserve…
Read MoreThink They Won’t Qualify? 5 Veteran Benefit Myths That Prevent Families from Getting Help
Many veterans and their families miss out on critical benefits simply because they assume they “won’t qualify.” These misconceptions can prevent deserving veterans from accessing financial support, healthcare, and resources that improve quality of life. Let’s break down five common myths that often stand in the way. 1. Myth: Only combat veterans qualify for benefits…
Read MoreThis Veterans Day: Don’t Leave the Benefits Your Loved One Earned on the Table
Veterans Day is a time to honor those who served our country. But honoring service also means making sure veterans and surviving spouses are receiving all the support they’ve earned. Many benefits go unclaimed simply because families aren’t aware they exist—or think the process is too complicated. Here are five benefits that are often overlooked:…
Read MoreUnderstanding Aid & Attendance: A Simple Guide to Support Aging Veterans and Surviving Spouses
As our veterans age, many face unique financial and care challenges that can make daily life more difficult. One key benefit designed to support them—and their surviving spouses—is the Aid & Attendance (A&A) program. While it’s often discussed in estate planning and veteran circles, many families are still unfamiliar with how it works and who…
Read MoreDo Your Parents or In-Laws Qualify for Veterans Benefits? Many Eligible Families Don’t Realize Help Exists
When families think of veterans benefits, they often picture disability compensation, health care, or education programs — but many don’t realize there are additional benefits that can support aging parents, caregiving family members, and even survivors. These programs can make an enormous difference, yet they are some of the most overlooked. Below is an overview…
Read MoreThe Power of Asking for (and Accepting) Support
There comes a point in all of our journeys—no matter who we are, what we do, or how strong we’ve always been—when life gently (or not so gently) reminds us that we aren’t meant to do everything alone. Sometimes it happens during seasons of stress, grief, burnout, or transition. Other times it’s quieter: a sense…
Read MoreSolution for Families with Young Adults: Partnering on YAEP Planning Before Year-End
As the year-end approaches, families with young adult children are facing a unique challenge: ensuring their child is prepared to make critical healthcare, financial, and legal decisions as they transition into adulthood. The Young Adult Emergency Plan® (YAEP) offers a comprehensive solution—but navigating the process can be complex. That’s where professional partners like you can…
Read MoreThe Legal Gap at Age 18: Helping Clients Understand HIPAA, FERPA & Healthcare Decision-Making
Turning 18 is a milestone. It’s a moment of celebration, independence, and opportunity. But for parents and guardians, it can also be a moment of sudden legal confusion. On your child’s 18th birthday, the law treats them as an adult—and that can create a surprising gap in your ability to access their personal, educational, and…
Read MoreSkip the Gadgets This Holiday—The Most Valuable Gift for Your Teen Is Protection When Life Happens
The holiday season often comes with a familiar frenzy: the latest smartphone, wireless earbuds, gaming consoles, or that trendy gadget every teen seems to want. But what if this year, you gave your teen something far more meaningful—something that doesn’t get lost, break, or go out of style? We’re talking about protection: legal, medical, and…
Read MoreThey’re 18, You’re Still Their Parent—But Legally, You’re a Stranger. Here’s How to Fix That Fast
The day your child turns 18 is a milestone for everyone—a celebration of independence, growth, and new opportunities. But for parents, it comes with a hidden legal shock: the moment they reach adulthood, the law suddenly treats them as strangers. No longer can you call the pediatrician for updates, make medical decisions in an emergency,…
Read MoreThe Young Adult Emergency Plan®: A Gift of Safety, Love, and Protection for Your Child’s Future
As a parent, your role in your child’s life doesn’t end when they turn 18. Legally, they are now adults, and the protections and access you once had automatically change. Suddenly, critical decisions about healthcare, finances, and emergencies are in their hands alone. That’s why The Young Adult Emergency Plan® exists—a comprehensive legal plan designed…
Read MoreThe Moment Your Child Turns 18, the Law Changes—Here’s How to Stay Empowered as a Parent
There’s a milestone every parent both anticipates and dreads: your child’s 18th birthday. One minute they’re finishing middle school, and the next, they’re legally an adult. While this is a cause for celebration, it also comes with a shift in the legal landscape that can catch many parents off guard. Suddenly, the rules that once…
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