We've added a new option to the EC Caregiver Agreement® that allows you to create an agreement for VA planning purposes. Modifications were made to ensure language related to activities of daily living (ADLs) and instrumental activities of daily living (IADLs) aligns with the latest VA pension rules.
We've updated the Veterans Asset Protection Letter to reflect changes in the rules and strategies now available to qualify for VA pension.
In this time of Thanksgiving, I want to express my appreciation to the members of ElderCounsel. Being able to help support you and your business is what ElderCounsel is all about. Thank you for your dedication to us and I wish you a happy and safe holiday. As a reminder, ElderCounsel will be closed this Thursday and Friday so we can spend time with our loved ones, as I hope you do the same.
If you haven't read through our whitepaper with a summary of the changes, it is available here.