If you're a veteran—or love someone who is—and you're navigating a big life transition like downsizing or aging in place, this episode is for you. We’re joined by elder law attorney Rachael Houck of Houck Menninger Law to talk about veterans benefits that often go overlooked, especially Aid & Attendance and how it can support the cost of care.
We cover everything from VA eligibility myths, to pensions and Survivor Benefit Plans, to why it’s essential to have the right estate documents before a move. You’ll also learn how to avoid common legal roadblocks, and how proper planning can open doors to financial help you didn’t know existed.
Whether you're a veteran, a surviving spouse, or an adult child helping your parents plan for the future, this conversation is packed with insight.
In This Episode:
- What is the VA Aid & Attendance benefit—and who qualifies?
- How military pensions and the Survivor Benefit Plan affect estate planning
- Legal must-haves: wills, trusts, and powers of attorney for veterans
- Misconceptions that stop people from applying for benefits
- How selling a home or downsizing affects VA eligibility
- Why elder law attorneys can be key to unlocking your options
🎯 Mini Tip:
You don’t have to be low-income to qualify for Aid & Attendance. With the right legal planning, even veterans with assets may be eligible for this powerful benefit.
📌 Connect with Rachael Houck:
https://www.houckmenningerlaw.com
🛠️ Learn More + Get Help:
Visit www.downsizingroadmap.com for free resources, upcoming workshops, and past episodes.
If you enjoyed this episode, don’t forget to Follow our show so you never miss a new one. Have questions, topic suggestions, or need help with your own downsizing journey? We’d love to hear from you!
📧 Email us: heather@theroskogroup.com
📱 Follow us on social:
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🌐 Learn more: www.downsizingroadmap.com
Let’s simplify, declutter, and create space for your next chapter—together!
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