Estate planning is a critical undertaking for everyone, but for veterans and military families, it comes with unique challenges and opportunities. From government benefits to the complexities of military life, there are several factors to consider when crafting an estate plan that ensures financial security and peace of mind for your loved ones. Understanding Government […]
Veterans
Estate Planning for Military Families and Veterans in California
Although Memorial Day just passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an – or revising an existing – estate plan. Military families need to consider special estate-planning issues that others […]
Supporting the Veterans You Care About
Veterans Day is an opportunity to celebrate those who have sacrificed and served in our nation’s armed forces. Many of the wartime veterans that we encounter on a daily basis in our firm, our home, and our local community have served in ways we will never know. Each of these men and women went above […]
New Eligibility Rules for VA Pension Benefits Will Affect Veterans and Their Spouses
On October 18, 2018 the Veterans Administration (VA) instituted new eligibility rules governing qualification for VA Pension. This affects every wartime veteran and their spouses who are 65-years old or older or nearing that age. Don’t let the name “VA Pension” fool you. It can be a misnomer because it’s not related to retirement and […]