Contact Us for a Free Consultation 714-374-2244

The Latest from Susan Katzen

Estate Planning Considerations for Veterans

Posted by Susan A. Katzen | Dec 17, 2023 | 0 Comments

For those who have served in the military, estate planning takes on unique considerations. Veterans have earned specific benefits and honors due to their service, and it's essential that these are incorporated into an estate and long-term care plan. Here are some key points veterans should consider:

1.   Safeguarding Your DD214

Your DD214, or Certificate of Release or Discharge from Active Duty, is a crucial document. It verifies your military service and is required to access many veterans' benefits. Ensure that:

·         Your family knows where to find your DD214.

·         You keep it in a safe place, such as a fireproof safe or safety deposit box.

·         Consider giving a copy to your attorney or trusted family member.

2.      Expressing Burial Preferences

If you wish to be buried in a veterans' cemetery:

·         Make this known in your will or other estate planning documents.

·         Discuss your wishes with family members so they are aware.

·         Remember, burial in a national cemetery is a benefit available to all veterans and their spouses, but planning ahead can ensure your wishes are honored.

3.      Period of War Service

If you served during a recognized period of war:

·         Inform your family, as this can affect eligibility for certain benefits.

·         Document any combat or special duty pay, as this can also impact benefits.

4.      Aid and Attendance Pension

The Aid and Attendance (A&A) Pension provides benefits for veterans and surviving spouses who require assistance with daily living. If you qualify:

·         Ensure your family is aware of this potential benefit.

·         Document any health conditions or needs that might make you eligible.

·         Consider discussing with an attorney or VA-accredited representative to understand the full range of benefits available.

5.      Other Benefits

      Veterans may be eligible for various benefits, including:

·         Education and training.

·         Home loan guarantees.

·         Health care benefits.

       Ensure that your family is aware of these potential benefits and knows how to access them.

 Estate and Long-Term Care Planning with a Veterans Focus

Consider working with an attorney familiar with veterans' planning. They can guide you in integrating these benefits into your broader estate plan, ensuring you and your family maximize the advantages available due to your service.


Your military service has provided you with unique benefits and considerations. By incorporating these into your estate plan, you ensure that your wishes are honored, and your family can access the benefits you've earned. If you have questions or need guidance on estate planning as a veteran, our Newport Beach elder lawyers are here to assist. Contact us at 714-374-2244 to schedule an appointment.

About the Author

Susan A. Katzen

"I firmly believe our clients should be treated the way I would want my own family members to be treated. As a result, not only have I put together a compassionate and highly skilled team of people, but together we have served families from the grandparents down to the grandchildren. My staff and...


There are no comments for this post. Be the first and Add your Comment below.

Leave a Comment

Contact Us Today

The Law Office of Susan A. Katzen is committed to answering your questions about Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships issues in Newport Beach, California.

We offer a free consultation for qualified clients and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

Office Location

The Law Office of Susan A. Katzen
1301 Dove Street, Suite 750
Newport Beach, CA 92660
949-732-3524 (fax)