Planning for Families

a bunch of American flags flying in the wind in honor of Veterans

Beyond Aid & Attendance: Resources Advisors Should Share with Veterans & Their Families 

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a veteran with his father speaking with an advisor about aid and attendance and other VA benefits

Aid & Attendance + Medi-Cal: Strategic Planning Insights for Veteran Long-Term Care

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a veteran in a wheelchair looking at papers going over his benefits

Care Is Expensive—But Veterans Could Receive Up to $3,649/Month. Here’s How to Start the Process Now.

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a veteran filling out a piece of paper to qualify for veterans benefits

Families Are Missing Out: Caregiving Stipends, Survivor Support & More—Does Your Veteran Qualify?

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a picture of VA benefits application

For the Veteran in Your Life: Little-Known Benefits That Bring Comfort, Dignity & Support

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a family sitting with their dad who is a veteran

Planning Ahead for Aging Veterans: The Most Compassionate Step Families Can Take Before Care Is Needed

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a veteran in their wheelchair talking to an advisor

Clearing Up VA Confusion: Guiding Clients Through Eligibility, Look-Back Rules & Care Options

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a veteran speaking with her advisor

Veterans Benefits 101 for Professionals: Helping Clients Access Funding for Long-Term Care

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a picture of myths vs. facts on on the street

Think They Won’t Qualify? 5 Veteran Benefit Myths That Prevent Families from Getting Help

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a veteran with his family holding his kid and his two other kids hugging him and his wife

This Veterans Day: Don’t Leave the Benefits Your Loved One Earned on the Table

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a vietnam vet saluting a flag

Understanding Aid & Attendance: A Simple Guide to Support Aging Veterans and Surviving Spouses

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Do Your Parents or In-Laws Qualify for Veterans Benefits? Many Eligible Families Don’t Realize Help Exists

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a young adult with his parent and advisor signing legal YAEP documents

Solution for Families with Young Adults: Partnering on YAEP Planning Before Year-End

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a young adult blowing out her birthday candles that say 18

The Legal Gap at Age 18: Helping Clients Understand HIPAA, FERPA & Healthcare Decision-Making

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a parent giving their child a wrapped gift

Skip the Gadgets This Holiday—The Most Valuable Gift for Your Teen Is Protection When Life Happens

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a child with their two parents smiling and looking at each other

They’re 18, You’re Still Their Parent—But Legally, You’re a Stranger. Here’s How to Fix That Fast

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a picture of an emergency plan folder

The Young Adult Emergency Plan®: A Gift of Safety, Love, and Protection for Your Child’s Future

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a parent standing over their young adult child as they are looking at documents and a computer

The Moment Your Child Turns 18, the Law Changes—Here’s How to Stay Empowered as a Parent

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an advisor planning with their client and the clients son

How Advisors Can Help Families with Young Adults Avoid Court, Delays, and Crisis Decision-Making

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a cake that has 18 candles on it

Guiding Families with 18+ Children: Essential Documents Advisors Should Recommend

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Recent Posts

a bunch of American flags flying in the wind in honor of Veterans

Beyond Aid & Attendance: Resources Advisors Should Share with Veterans & Their Families 

November 25, 2025
a veteran with his father speaking with an advisor about aid and attendance and other VA benefits

Aid & Attendance + Medi-Cal: Strategic Planning Insights for Veteran Long-Term Care

November 25, 2025
a veteran in a wheelchair looking at papers going over his benefits

Care Is Expensive—But Veterans Could Receive Up to $3,649/Month. Here’s How to Start the Process Now.

November 25, 2025
a veteran filling out a piece of paper to qualify for veterans benefits

Families Are Missing Out: Caregiving Stipends, Survivor Support & More—Does Your Veteran Qualify?

November 25, 2025
a picture of VA benefits application

For the Veteran in Your Life: Little-Known Benefits That Bring Comfort, Dignity & Support

November 25, 2025

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