

VA Rule Changes
Over three and a half years ago on January 23, 2015, the Veterans Administration (VA) proposed significant rule changes regarding eligibility requirements for the Aid and Attendance pension. Since that time, we have been waiting (and waiting) for the VA to release its final rules. Well, the wait is finally over. The new VA rules have been released with an effective date of October 18, 2018. Not surprisingly, the new rules will make it more difficult for many veterans and


Important - New VA Rules
The Department of Veteran Affairs (VA) recently released new rules regarding eligibility for the VA pension benefit. These new rules will go into effect on October 18, 2018 and will significantly change common strategies used for qualifying for benefits. The new rules include: Three Year Look Back Period for Asset Transfers. Transfers for less than fair market value beginning October 18, will be subject to a three year look back period. Penalty for Asset Transfers. Transfer


No R-E-S-P-E-C-T
Following the death of Aretha Franklin, it was reported that she did not have a will or trust. Although the Queen of Soul’s estate has been estimated to be worth $80 million, she never took the time to plan her estate. Don Wilson, her attorney for nearly three decades had tried to convince her for years to do a trust, but she never followed his advice. Now the financial affairs of the reportedly very private Aretha Franklin will be available for the public to see in probat