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Helpful Tips – Assisting Former Military Members with Long Term Care Costs

*Please read, and forward to a veteran or a veteran’s widow(ers). The rules for the Aid and Attendance benefit program have changed, and are more generous in many ways.*

On this Veterans Day we recognize the contributions, pride and suffering, of our military members and their families. My husband is retired Air Force, and we have other folks with spouses in the military, so this is personal.

One program available to help with the costs of long term care has recently undergone significant changes. The benefit is more financially useful. The Heritage Law Group (Susan I. Jean & Associates, PC) stands ready to assist by designing a plan for eligibility.

Service qualification
• Military member: Aid and Attendance is available to anyone who served in the military for at least 90 days, of which ONE DAY must
have been during war-time. They have to be honorably or generally discharged.
• Widowed Spouse: a widow who was married to a military member can also qualify

Medical qualification
The applicant (the military member, or if deceased then his or her widow) must need assistance with activities of daily living.

Financial qualification
The new Aid and Attendance rules are in many ways more generous than before, and offer less administrative latitude in decision making.
• The applicant (if single) or the applicant and spouse (if married) may have no more that $123,600; that includes countable
resources plus (Annual Income – Predictable Annual Medical Expenses).
• The home on up to two acres of land, vehicles and other personal possessions do not count against the limit
• There are limits when looking at income versus cost of care

Please call (757) 659-0006 to see how The Heritage Law Group can help