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Veteran Services: Finance Questions

Finances

You're working, and you've got a family that depends on you - both now and down the road. Where do you invest your money? Do you borrow against the equity in your house? Through a preferred provider relationship with USAA, The American Legion can provide expert financial advice to just about any question.

Questions & Answers

Take advantage of advice provided by dedicated USAA certified financial planners

Debt - Education - Estate Planning - General - Investing
Real Estate - Retirement - Small Business - Taxes

Estate Planning

We are 18 years into a our second marriage and might have a need for a QTIP trust. Can you give us more information about it? Thanks. -HC & Lee

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I’m thinking of adding my sons to the deed on my home for my living trust will. If I do, will my home be protected if I should go into a nursing home or can it still be sold for expenses by the government (Medicare/medical)? Also, since I am on disability and don’t really need the deductions at this point in my life, once I do add my sons to the deed, can either one of them pay the taxes and claim the full property tax deduction? I know they can’t benefit from the interest because they’re not on my loan, but since the taxes are not in escrow and paid separately each year, can they claim the deduction as long as it’s agreed upon by myself and the others? -John

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I would like to increase my credit score to 680 or above. What would be the best approach to take? Should I get a financial adviser to help sort out all my debts or simply take on the task myself. – Jose

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I only want $25,000 life insurance. What is cheapest, term or permanent. Do you have any? – Dennis

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Where can I get cheap help to write my will? I also want to know about survivor benefits for my wife. – Donald

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