Settlement Planning for Military Veterans

If you’re expecting a settlement, you are likely concerned about how the incoming funds will impact your VA health benefits, pension, and/or disability as well as any needs-based benefits you have, like Medicaid and SNAP. We’re here to help.

A member of the Milestone team is ready to answer your questions and help you ensure that the funds you receive from your settlement will not impact your benefits and entitlements. There is no cost or obligation when you consult with Milestone.

Your dedicated Milestone consultant will gain an understanding of your current financial situation including your eligibility for government programs. We will discuss whether you:

  • Might lose government benefits or entitlements when settlement arrives
  • Could benefit from guaranteed tax-free payments
  • Want your settlement funds to last as long as possible
settlement planning for veterans

You will have the opportunity to explore your options further and speak with Milestone after you enter Pathway.

In the meantime, below is a preview of some settlement planning strategies that are available to protect your benefits, make your settlement funds last, help you secure future income, and reach your financial goals.

Benefits Planning

If you have income based/means-tested benefits, such as:

  • Veterans Pension (Aid & Attendance)
  • Medicaid
  • SSI (Supplemental Security Income)
  • Section 8 Housing
  • SNAP/Food Stamps
  • Medicare Savings Programs

Receiving your settlement as a lump sum could impact your eligibility. A trust, structured settlement, or spend down will help ensure there is no disruption in receipt of benefits. We’ll talk about these options and whether one might be right for you.

Structured Settlement

You can turn your settlement funds into a guaranteed, tax-free stream of income. A structured settlement allows you to receive future tax-free payments in a schedule that’s customized by you.

Consider this option if any of the below is true:

  • You would like to receive guaranteed payments,
  • Making your settlement funds last is important to you, or
  • You have monthly income limits based on means-tested benefits.
About Structures

We're here when you need us.

Milestone is here to be your partner as you make informed financial decisions. You will soon be receiving an email from your law firm with more information about settlement planning and using Pathway. There is no fee or obligation to consult with our team of experts. We look forward to assisting you.

Here's a preview of Pathway™

While you’re here, meet Pathway, the platform that will streamline your post-settlement experience.

1

Sign Statement

You will receive a link, via email or text, to sign your statement digitally.
2

Review Planning Options

Review your options and decide whether you would like to speak with a member of Milestone.
3

Choose Payment Method

There are a variety of options, such as PayPal, Zelle, Direct Deposit, and paper check by mail.

Inspired to Serve

The founder of Milestone, John Bair, was an Army officer and spent 10 years in active duty. He flew the AH64 Apache helicopter and served in the 4ID and the 6th Cavalry Brigade.

"All the integrity and conviction to serve others was born from those formative years." Listen >>

John Bair, Founder of Milestone