In this episode of Rock Your Retirement we talked to Tony Bevin. You can listen to the show at http://rockyourretirement.libsyn.com/veterans-benefits-for-memorial-day-ep-23
Memorial Day Special on Veterans Benefits:
Tony Bevin joined us for our Memorial Day Episode to teach people what benefits veterans can get. Many people are not aware of Veteran’s Aid and Attendance Pension Plan.
He helps veterans understand how to obtain long-term care benefits from the Department of Veterans Affairs. Most veterans are not aware of the benefits available through these programs. Tony has specialized in benefits and planning for families,
spouses, and heirs for over 15 years. His knowledge, experience, and depth of understanding of the process and paperwork required is exceptional. He says that he enjoys the environment and working with the elderly.
He helps take the burden off of Baby Boomer children by helping to determine the resources available for their parent’s situation. Tony gives great information on how to qualify for Veteran’s Aid and Attendance, along with California’s state Medi-Cal program to help pay for Long Term Care. Sometimes it’s better to go for Medi-Cal benefits,and sometimes it’s better to go for Veteran’s benefits. Tony can assist your parents with either, since he’s been working with both programs for a very long time.
What do you think people should know BEFORE they retire?
Most people think that because they have a trust they are covered, but they are often wrong because the language in the trust does not meet the requirements needed to obtain benefits.
We have a lot of listeners who are new retirees or maybe feel stuck in their lives at the moment. If you were sitting across the table from a new retiree, what’s the one piece of advice that you would give to have a successful retirement?
Be sure to pre-plan for long-term care needs so that you aren’t caught off guard.