Monteforte Law P.C. is accredited by the U.S. Department of Veteran’s Affairs 

We have great respect for the veterans who have served our country. So much so, that we wanted to be able to assist veterans with their planning needs, even though veteran’s planning is different from planning for other people. Attorney Monteforte is accredited by the VA to assist veterans in the preparation, presentation, and prosecution of a claim for VA benefits. This accreditation process exists to ensure that Veterans and their family members receive appropriate representation on their VA benefits claims. Accredited lawyers are in the best position to know the ins and outs of VA benefits planning.

veteran estate planningIf you are a veteran or a spouse of a veteran, you have unique needs, and there are many potential VA benefits available. However, if you go to an estate planning lawyer who is not accredited by the VA, you risk potentially losing available benefits if the attorney doesn’t have the expertise to advise you properly. VA benefits have asset limits, very similar to Medicaid benefit limits, but there are subtle nuances to VA benefits that are very different than Medicaid. For example, a Veteran’s Asset Protection Trust could be used to make you eligible for benefits that would otherwise be denied. This Trust is different even from Medicaid Trusts, and if they are used properly, they can make you eligible for benefits that might otherwise be denied.

If you hire an estate planner who isn’t accredited by the VA, you risk your benefits because the attorney just doesn’t know any better. You earned those benefits by serving our country, and you deserve what you’ve earned. The bottom line is: Don’t risk it. If you are a veteran, hire an estate planner who is accredited by the VA.

To schedule your Strategic Planning Session, please call our office at 978-657-7437, or schedule online!

Please note: You will receive a wider range of availability if you schedule by phone.