The Veteran Estate Planning Guide: Building a Legacy with Veterans Benefits, Wills, Trusts, and Family Protection

The Veteran Estate Planning Guide: Building a Legacy with Veterans Benefits, Wills, Trusts, and Family Protection

Veteran estate planning in plain English: VA benefits, wills, living trusts, and family protection in one book.

Do you know what happens to your VA disability pay when you die? Would your spouse know which forms to file, and by when? Is an ex-spouse still named on an old life insurance form? Would your home go through probate court?

THE PROBLEM
It is easy to spend years fighting for a VA rating and almost no time planning what happens next. Every survivor rule sits with a different office — VA, Social Security, Medicare, DFAS, the IRS, and the state court.

THE SOLUTION
This book puts the whole veteran legacy plan in one place, in the order a family needs it: Claim, Retire, Protect, Pass On, and Family. It is written by A. Perkins, a former Major and nuclear missile launch officer in the United States Air Force who spent five years at the Pentagon and is himself a disabled veteran.

WHAT YOU WILL LEARN

• The little-known DIC rule that can pay a surviving spouse even when death was not caused by service
• Why the age you claim Social Security can set your spouse’s income for decades
• The Medicare Part B decision at 65 that can follow you for life
• Two look-back rules that can delay long-term care help — and how to avoid them
• Will, living trust, or beneficiary form: what each one controls (and what none of them can touch)
• The step most families skip that leaves a living trust empty
• Why a power of attorney cannot manage your VA benefits — and who can
• The beneficiary form that beats your will
• The four rails that carry property around probate court
• The first 30 days after a veteran dies, week by week
• How remarriage at 55, 57, or 60 affects each survivor benefit

WHO IT IS FOR
Veterans 60 and older, spouses and widows, adult children, and caregivers.

WHAT IS INSIDE
16 chapters, 32 Pro Tips, 16 figures, the Veteran Legacy Checklist, a family binder worksheet, an asset and beneficiary inventory, a who-to-call list, and a dated 30-day game plan. Every rule, rate, form, and phone number is sourced and dated so you can verify it.

Don’t leave your family a puzzle on the worst week of their lives. Give them a plan they can find and follow.

Bonus Companion · AVOY VA Benefits Mastery Library. This book is education, not legal, tax, or financial advice, and it never promises an outcome. State law governs wills and trusts, so it shows you what to ask your own attorney.

📘 Format: Digital eBook (PDF) — delivered instantly after purchase. Your download link is emailed to you and shown on the order confirmation. No physical book is shipped.

🤖 Need additional guidance? Visit www.avoyvet.com and ask AVOY Veteran Navigator AI™ for educational guidance on VA benefits, retirement, estate planning, and family benefits.