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VA BENEFITS AND ESTATE PLANNING CONSIDERATIONS: PART 3 OF 3

VA BENEFITS AND ESTATE PLANNING CONSIDERATIONS: PART 3 OF 3

If you or your family member is an honorable veteran, part of your estate planning considerationsinclude discussing your VA benefits with our office.

Families of service members who died after Sept. 30, 2011, can receive up to $700 for their burial expenses. However, the $700 maximum is limited to families of certain hospitalized service members who died during their hospital admissions. If the VA did not admit their service member relatives, family members may receive up to $300 toward their funeral expenses. To qualify for a burial allowance, you must submit an Application for Burial Benefits or VA Form 21-530 and attach a copy of the service member’s death certificate and military discharge, if applicable. You must also provide proof of your expenses with receipts or bank statements, provide proof of honorable discharge if applicable and prove you did not receive other burial subsidies from other agencies or sources. You must also be able to provide proof that a service member died during military service, while in a VA hospital, in a nursing home approved by the VA, or that the veteran had retired.

The VA also allows eligible veterans to live in Armed Forces Retirement Homes. Located in Washington, D.C. and Gulfport, Mississippi, Armed Forces Retirement Homes can help some veterans receive free or reduced care nursing home services if they meet the eligibility requirements established by the VA. The VA allows veterans to live in these facilities if they can show they were enlisted in active duty for at least half time, were warrant or limited duty officers or have met one of the other eligibility requirements.

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