Tuesday, April 16, 2024

How Is Patriot Angels Funded

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Allow Us To Connect You To Veteran Experts

PBC Lunch and Learn with Brandon Shelton, Task Force X Capital. Funding during COVID-19.

The Veteran Aid & Attendance Benefit is little known and not well understood. There are numerous firms across the country that provide guidance on whether you can qualify and how. Some firms are legitimate. Some offer to help you for free while behind the scenes pitch this or that annuity or product they want you to buy.The most legitimate way to receive help is by contacting folks that have no agenda and tell you up front how they get paid. One such organization we frequently refer families to, is Patriot Angels. We would be happy to refer you to Patriot Angels or you can feel free to visit their website here at www.patriotangels.com/.

We are glad to make this referral and do not ever take any referral fees for referring our veterans to helpful resources. It is our honor and our pleasure. Be sure to let them know our community suggested you speak with them and they will be happy to have a no-cost consultation with you.

Aid & Attendance Benefit

As a United States wartime Veteran or spouse, you can earn up to $3,253 a month TAX FREE to help you pay for your Senior Living. As a wartime hero, youve earned the Aid and Attendance benefit through the U.S. Department of Veterans Affairs. Patriot Angels helps you streamline your VA benefit application and cuts through the government red tape to properly serve you. Every month, thousands of U.S. wartime heroes collect millions of dollars paying for their Senior Living expenses.

How Do You Find An Angel Investor

You can probably walk into any bank and easily apply for a business loan. But, learning how to find private investors who are interested in your business will take some more effort.

Many business owners ask family and friends who qualify as angel investors for help. They might be more lenient and more willing to help than other angel investors.

Talk to other business owners and your local chamber of commerce. They might know of local angel investors who work with businesses in your industry or geographic area.

Also, check out local angel groups. Many angel investors join angel groups so they can more easily find opportunities to invest their money. You might also find luck with online angel communities.

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Suzette Graham Founder And Ceo Of Patriot Angels The Caregivers

  • Health & Fitness

Our guest started as a little girl helping to feed the homeless in Alaska, Later she would be recognized by the Governor with a “Heroism Award” for advocacy for foster children and in her spare time she also served as “Mrs. Alaska” before founding Patriot Angels in 2012 providing funding solutions and Veterans Administration benefits navigation to veterans, widows, families, Caregivers and communities.

What Is An Angel Investor

Angels celebrating 60th Anniversary in 2021

Angel investors are affluent individuals who invest in businesses during the beginning stages. They tend to focus on brand new businesses and established businesses that are still quite small. Small business angel investors are focused on helping businesses start and grow.

Angel investors must be accredited investors according to SEC standards. This means they must have a minimum net worth of $1 million and have an annual income of at least $200,000.

These investors give their own money, not money that has been pooled from a large group of people. Angel investors might give a one-time payment. Or, they might give ongoing funds as they see real business growth.

Of course, like any investor, angel investors want something in return for giving up their money. Typically, you will have to give up some owners equity in exchange for the money.

If your business fails, the angel investor loses their investment. They will often want some sort of small business exit strategy to be part of your agreement so they can salvage some of their investment if your business fails.

Angel investors are also sometimes called informal investors, business angels, private investors, and seed investors.

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Patriot Angels Warns Of Va Rule Changes

WASHINGTON, D.C. The Veterans Administration has issued new rules and regulations that could dramatically affect the eligibility of veterans, according to Patriot Angels, an organization that seeks to help veterans.

These new changes seek to further prevent the risk of senior financial exploitation by the selling of financial products, such as annuities, for pension purposes. In an attempt to mirror the Medicaid program, there is now a three-year look back .

The good news is that the asset limitation has increased to $123,600 and your house will remain exempt, provided the estate is on equal to or less than two acres, according to Patriot Angels. This $123,600 threshold will also include income.

Additionally, there have been changes regarding what can now be considered un-reimbursed medical expense for Aid and Attendance pension purposes. These new changes will play a role in a seniors current or future opportunity to receive VA funding.

Episode : Patriot Angels Va Benefits Aid & Attendance

In this episode, Tuscan Gardens Senior Livings Founder and CEO, Dr. Larry Pino & Suzette Graham, Patriot Angels Owner/CEO, discuss VA benefits with an emphasis on Aid and Attendance. Patriot Angels not only assists Veterans, but also their surviving spouses to secure these benefits.

In 2012, former Mrs. Alaska, Suzette Graham founded Patriot Angels to lead a change in helping U.S. Wartime Veterans get approved for their Aid and Attendance pension from the U.S. Department of Veterans Affairs .

Suzette has spent a lifetime advocating for the vulnerable. In February of 2000, Suzette received the Heroism Award from the governor of Alaska, Tony Knowles, for her lobbying efforts in getting the laws changed to better protect children in the custody of the foster care system. As Suzettes passion for assisting the vulnerable came to fruition, she established a team of advocates dedicated to providing funding solutions and VA benefits navigation to Veterans, widows, families, caregivers, and communities. By utilizing veteran pension funds made available through the Veterans Administration, our veterans and their families can better afford their choice of accommodation in a senior living community, as well as alleviate the stress behind long-term funding.

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What Are The Disadvantages Of Using An Angel Investor

It might take longer to get funding through an angel investor than through other means. You and the investor will go through a process of courting each other to make sure you are good matches for each other.

As part of the angel funding terms, you might lose some control of your business. The investor might gain equity, voting power, or some other type of control. If you arent willing to give up part of your business or your control over it, seeking funds from an angel investor might not be the best option for you.

What Do Small Business Angel Investors Want To See

VA Benefits with 100% Service-Connected Disability | VA Disability | theSITREP

When you meet with angel investors, they will want to see a lot of information about your business. You will have to sell them on investing in your business. You must show that you are competent and your business has the potential for growth.

When you first meet an angel investor, you will likely need to give an investment pitch. In your pitch, you need to tell the investor why your business is a good choice for their investment.

If the investor is interested in your business after your pitch, they will likely ask you a lot of follow-up questions. Get the following documents to prepare and to show as evidence during the meeting:

  • Your business plan
  • Records of early adopters or customer growth

You might also want to bring examples of your products or services to show the investor.

You should tell the investor how much money you are seeking. Tell the investor what they will get out of investing in your business. You should also mention how much money you have invested, if you are looking for other sources of funding, and how you plan to use the money you raise.

You can use accounting software to help you prepare for your investor meeting. Use the software to create financial statements and view your past expenses. When you do get funding from an investor, you can record it in your accounting software to easily keep track of the money. Sign up for a free trial of Patriots accounting software for small business to get ready for investor meetings.

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A Aid And Attendance Is A Benefit Paid In Addition To The Monthly Pension This Benefit May Not Be Paid Without Eligibility To Pension A Veteran May Be Eligible For A & A When:

  • The claimantrequires the aid of another person in order to perform personal functions required in everyday living, such as bathing, feeding, dressing, attending to the wants of nature, adjusting prosthetic devices, or protecting themselves from the hazards of their daily environment OR,
  • The claimant is bedridden, in that their disability requires that they remain in bed apart from any prescribed course of convalescence or treatment OR,
  • The claimant is residing in a nursing home, assisted living,group home, adult day care, or similar facility due to physical or mental incapacity OR,
  • The claimant is blind, or so nearly blind as to have corrected visual acuity of 5/200 or less, in both eyes, or concentric contraction of the visual field to 5 degrees or less.
  • Housebound is paid in addition to monthly pension. Like A& A, Housebound benefits may not be paid without eligibility to pension. A claimant my be eligible for Housebound benefits when:

  • The veteran has a single permanent disability evaluated as 100-percent disabling AND, due to such disability, they are permanently and substantially confined to their immediate premises, OR,
  • The veteran has a single permanent disability evaluated as 100-percent disabling AND, another disability , or disabilities, evaluated as 60 per cent or more disabling.
  • The Va Field Examination

    A VA field examination will be scheduled for the purpose of appointing a fiduciary to assist you in managing your VA benefits. During the field examination, please have the following information available for review by the field examiner:

    • The source and amount of all monthly bills, recurring expenses , and income.
    • A list of all assets, to include bank accounts, owned property, stocks, bonds, life insurance, burial plans, etc.
    • A list of all current medications.
    • Name, phone number, and address of your primary care doctor.
    • Name, phone number, and address of your next of kin.

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    A Yes And Yes But Some Rules Apply

    Regarding Dependency and Indemnity Compensation . a remarried surviving spouse whose subsequent marriage is annulled or declared void can reestablish eligibility as a surviving spouse. However, effective September 30, 1998, the law was changed to allow a surviving spouse to reestablish DIC eligibility after termination of remarriage. Therefore. after September 30, 1998, eligibility for DIC is established in any case in which the remarriage of the surviving spouse is terminated by death, divorce, or annulment. Also, remarriage of a surviving spouse after the age of 57 does not preclude continued payment of DIC.

    Regarding Death Pension benefits, the law generally requires a surviving spouses entitlement to be terminated if the surviving spouse remarries, regardless of age, even if that remarriage is terminated by death or divorce. However, VA regulations establish limited exceptions that generally allow entitlement to Death Pension to be reestablished if the marriage was:

    • Annulled or declared void
    • Terminated by death or divorce on or after January 1, 1971, and before November 1, 1990.

    Accordingly, you can again receive pension benefits based upon your former spouses wartime service if the new marriage was annulled or declared void or you fall within the divorce and death exception window, January 1, 1971 through October 31, 1990.

    A Yes There Are Exclusions The Following Are Examples Of What May Be Excluded:

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    • Public assistance such as Supplemental Security Income is not considered income.
    • Many other specific sources of income are not considered income however, all income should be reported. The VA will exclude any income that the law allows.
    • A portion of un-reimbursed medical expenses paid by the claimant after the VA receives the claimants pension claim may be deducted.
    • Certain other expenses, such as a veterans education expenses, and in some cases, a portion of the educational expenses of a child over 18 are deductible.
    • Final expenses of the veterans last illness and burial paid by the surviving spouse or eligible children.
    • Neither the veteran nor the surviving spouse may receive both Aid and Attendance and Housebound benefits at the same time.

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    A You May Be Eligible If You Meet All Of The Following:

    • You were married to the veteran at the time of death and for at least one year AND HAVE NOT REMARRIED.
    • The deceased veteran was discharged from service under other than dishonorable conditions
    • The deceased veteran served at least 90 days of active military service 1 day of which was during a war time period.
    • If the veteran entered active duty after September 7, 1980, generally he or she must have served at least 24 months or the full period for which called or ordered to active duty
    • You are the surviving spouse or unmarried child of the deceased veteran
    • Your family net worth is below a yearly limit set by Congress.

    What Are My Rights

    The determination that you are unable to manage your VA benefits does not affect your non-VA finances, or your right to vote or contract.

    You have the right to appeal VAs decision finding that you are unable to manage your VA benefits. You also have the right to appeal VAs selection of the fiduciary. If you disagree with the VA on either of these matters you may:

    • appeal to the Board of Veterans Appeals by telling us you disagree with our decision and want the Board to review it, or
    • give us evidence we do not already have that may lead us to change our decision.

    For more information on filing an appeal, please see the sections titled, What is an Appeal to the Board of Veterans Appeals? and How Can I Appeal the Decision?

    You may also request to have your ability to manage your VA benefits be re-evaluated, or to have a new fiduciary appointed, at any time. If you wish a re-evaluation, please submit your request in writing with any supporting medical evidence to the Regional Office of jurisdiction.

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    Patriot Angels Makes Senior Living Affordable

    Patriot Angels can make senior living more affordable by helping U.S. Wartime Veterans and spouses get approved for their Aid and Attendance benefits through the Department of Veterans Affairs. By streamlining the application process and cutting through the red tape, thousands of Veterans and spouses are now living in senior living communities without the stress of financial burden.

    Enjoy the benefits of living at a community and not have to be burdened by the total cost of senior living. You deserve to be honored for the service you gave while protecting America.

    Do you or your loved one qualify? Contact us for more information on community discounts as fees may apply.

    A Death Pension Is A Needs Based Benefit Paid To An Un

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    Dependents Indemnity Compensation is an entitlement benefit paid to eligible survivors of certain deceased service members and veterans. The DIC benefit is managed by the Department of Veterans Affairs and is dispersed to surviving family members that meet specific criteria. For further details, please visit

    Death Pension is a needs based financial benefit payable to the un-remarried surviving spouse or unmarried child of a deceased wartime veteran. As noted, eligibility for this benefit is based upon the financial need of the applicant. To learn more about the Death Pension please follow this link: survivors-pension/

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    A Generally You May Be Eligible If You Meet All Of The Following:

    • you were discharged from service under conditions other than dishonorable
    • you served at least 90 days of active military service 1 day of which was during a war time period.
    • your family Net Worth is below a yearly limit set by Congress.
    • you are age 65 or older, or if under age 65, you are permanently and totally disabled, not due to your own willful misconduct.

    Va Aide And Attendance Benefit

    The Aide and Attendance program provides extra payments to qualified veterans who live in an assisted living community like Villa. You can use the VA payment to cover the cost of rent, meals, and care at Villa, letting you keep more of your own funds for other purposes.

    We are working with Patriot Angels, a non-profit whose sole mission is to help veterans qualify for this benefit.

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    Has Anyone Had Any Experience With Patriot Angels

    My mom is the spouse of a deceased veteran, and upon inquiry I found that she qualified for over $1200 which would go to her assisted living. Catch is they want $750 to go thru their attorney. They wanted to know her assets which when sold will go in a trust that has been set up for years, so I have already told PA about that and they are still saying she will qualify. I just don’t want to spend the $750 and have them tell me no.

    What Are The Benefits Of Using Angel Investors For Small Business

    Patriot Angels  Company

    Small businesses that have some revenue but cant get funding from a traditional investor might have better luck with an angel investor. Also, angel investors typically offer terms that are more favorable for your business than what other lenders will give you.

    Many times, your angel investors will mentor you. They invested their money in your business, so they want to see it succeed. The investor probably has knowledge about your niche and how to run a business, so they can share that knowledge with you.

    Angel investors often have valuable contacts that can help your business. They might be able to connect you with potential customers, employees, and other investors. They might also be able to help you meet and get better terms with lawyers, accountants, and banks.

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