episode
# 009 VA Benefits - Aid and Attendance with Jim Swain (Part 2)
In this week's episode:
In this continuation of my discussion with a nationally recognized expert on VA Improved Pension, Jim Swain, you will learn:
- we continue to discuss the dangers of recommendations for, and the use of, financial products such as annuities for VA Improved Pension (and estate) planning
- when you should see an attorney to discuss getting VA Improved Pension benefits
- how your financial power of attorney is usually wrong but needs to be right when doing planning
- when family members need to start getting involved
- why seeing a specialist is so important, and more!
SHOW LINKS
FULL TRANSCRIPT
About the show
Planning isn’t just about getting your will done or going to see your financial planner once a year. SMART planning involves an educated process that incorporates the latest in legal, financial, and healthcare strategies to work toward the most desirable result – the quality of life, throughout your entire life.
The biggest problem, too often, is that “traditional” notions of what is right to do in both legal and financial estate planning don’t always work in today’s world.
I created SmartPlanning101 to help all of us learn how to be better planners for the future – and stay in control. To learn how and when we need to challenge the “status quo” and “conventional wisdom.” To be in a nutshell- “smart planners.”
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