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What Is the Cutoff Income/Assets for the Aid and Attendance Pension?

Care for Aging Veterans Estero FL

A common question many aging veterans have when looking into the Aid and Attendance Benefit for home care support services is what the actual income and asset threshold limits are to qualify for this particular pension.

Care for Aging Veterans Estero FL

Care for Aging Veterans Estero FL

It’s difficult to answer this question because, at least when it comes to assets, there is no official line to meet. In other words, there is an asset ceiling that may be different for any number of individuals reviewing various applications.

Internal filing with the VA may disqualify one veteran who has $80,000 in assets from receiving Aid and Attendance pension payments to be used for home care services while another veteran whose assets are higher is qualified for it. This can certainly be frustrating for veterans and their families when filling out an application for this particular pension.

As for income, the general guidelines indicate a veteran’s income needs to be below a $16,000 threshold, but again, there are many factors that come into play when submitting an application. Is the veteran living alone? Does he or she have any dependents? All of those factors help make a difference in determining whether or not they qualify for this particular pension.

Why are there no hard and fast rules when it comes to assets?

It’s difficult to ascertain the reasons why the VA operates the way it does. It is certainly an inefficient system that shows no signs of improving anytime in the near future.

As for the income and asset threshold, one potential reason for these discrepancies has to do with dependents, age, and other factors.

How can a veteran truly know if he or she will qualify for the Aid and Attendance Benefit?

The veteran should start with the basic requirements for this particular pension. In other words, did they serve at least one day of their active duty during a time of official combat, as defined by Congress? This would include World War II, from December 7, 1941 through December 31, 1946, the Korean War, from June 27, 1950 through January 31, 1955, the Vietnam Conflict, from August 5, 1964 through May 7, 1975 (for veterans who served “in country” before August 5, 1964), or between February 28, 1961 through May 7, 1975, and between August 2, 1990 and current for the Gulf War. For those who served any time during the Gulf War, they need to have served at least two years active duty. For other conflicts, their time of service needs to have been at least 90 days.

If the aging veteran has a specific need for home care services, they may qualify for the Aid and Attendance Benefit. From there, they should fill out an application and submit it as soon as possible and avoid paying for assistance from financial advisors, lawyers, and others who advertise guaranteed results in receiving these pensions. They manipulate figures and numbers and move assets around to try and hide it from the VA.

If you or an aging loved one are considering home care services in Estero, FLplease contact the caring staff at Dial-a-Nurse Home Health Care at (239) 307-0033.

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Ted Wolfendale, Esq.

Administrator at Dial-a-Nurse
Mr. Wolfendale is a graduate of Stetson University, and Stetson University School of Law, and was admitted to the Florida Bar in 1988. He is admitted to practice in the Middle district of Florida, is an active member of the Florida Health Law section, and Lee County Bar Association.

In 1995 he became Administrator of Dial-a-Nurse nursing agency, the oldest nursing agency in the Southwest Florida succeeding his mother who started the company 37 years ago. He is also President of Nevco, Inc., an educational healthcare training company begun in 1988.

Mr. Wolfendale has worked with the U.S. Department of Commerce on various Missions to improve the quality of life around the world by development of supportive healthcare programs. In 2005 he traveled with U.S. officials and addressed the Italian National Government assisting in the creation of Nurse Education mandates for that Country. In 2006 he was invited and spoke with the National Institutes of Continuing Education in Eastern Europe on healthcare education and developmental mandates, and most recently represented the United States at the European Union in Lake Balaton, Hungary in 2011. In 2014 he traveled with the U.S. Department of State to Singapore, Malaysia and Vietnam in an effort to improve caregiver knowledge and training.

Mr. Wolfendale has worked with a number of non-profits in contributing and creating curriculum to improve the quality of life in third-world countries since 2001, and notably created a successful program in Odessa, India that has been modeled in other areas of the world. In his backyard, he has worked with local Goodwill Industries to provide curriculum and training to underserved individuals who have obtained employment as a result of educational training. He was the Congressional appointment to the Governor's purple ribbon task force in 2013, and has worked to educate caregivers in all aspects of Alzheimer's training.

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