Added VA Benefits
Persistence, Dedication To Client Pays Off
After 4 long years, Lee and attorney Jim Swain’s continued pressure on the VA finally paid off for a 91 year-old World War II Veteran: approval and payment for his rightly due VA pension – $2,085 tax-free per month for life, plus a substantial lump sum for his delay.
Representative Tom Price, and Senator Johnny Isakson, along with the ever-supportive extended family coordinated with Lee and Jim. The Vet, had become sole care-giver to his wheelchair bound wife debilitated by stroke years before.
Worry was a constant companion. As care needs grew, resources dwindled, and would soon force our hero from his current assisted living facility: the only place he could finally retire from being an exhausted, dutiful care-giver, and receive the care that HE should have been receiving long ago.
“We would not – we could not – let this thing die. My goodness, this man flew night bombing missions over Germany when he was just 20 years old, took care of both an invalid 1st wife, and now second wife, and yet he was wracked with worry about running out of money because the VA made mistakes and would not do the right thing. The family has been amazing – supportive, understanding, and always willing to help. It is a great group effort..” said Lee..
Sometimes The Best Investment
Is No Investment At All
An 87 year-old long-time client recently sold his house, moved in to a smaller retirement community unit nearby, and wanted to add to his investment portfolio. He was comfortable financially, but not excessively so. We went to the same church; he was a brother in the Lodge.
As we talked over lunch, he revealed that all of the proceeds of his house sale went to purchase the new house, free and clear. His plan was to borrow against his new home at low rates, give the money to me to invest at the higher return he had experienced with me over the years, and pocket the difference.
This was not what I expected. Borrowing to invest, especially at an elderly age where one may need the money unexpectedly, is asking for trouble. It just isn’t worth it.
I gently explained that he was fine as he was, and to enjoy the mortgage-free home and the financial freedom his life’s work had given him.
-Lee
Recently Widowed
And New To Atlanta
Lee gave a talk about VA benefits in his Parc Alpharetta building, at the request of a client. The client told Ben C. — a widower recently moved to the Atlanta area from New York to be near his adult children — about Lee personally arranging, retrieving and depositing a large check, in a pinch, when the client was out of town and HAD to write a check. He spoke of Lee’s “old fashioned personal commitment and integrity”.
Ben C. called Lee at 678-576-4838. After a visit to his home, Lee found that he had no will, his trust had been set up in error, and his assets were at risk. It would have been a nightmare for his children, should anything happen to Ben C. Also, his assets were inefficiently invested, and his advisors ignored him. Finally, discovering Ben C. to be a veteran, Lee then knew he could facilitate a VA pension – that Ben C. had not even known about — and bring in over $1,500/month tax-free, in the near future.
He signed up as a client that day. Arranging a 30% discount with a trusted local attorney for Powers of Attorney and a new Georgia will. Lee personally chauffeured Mr. C. to the attorney’s office. Assets were realigned to provide far greater benefit. Mr. C. and his children now have someone local to advocate and assist in any important matter, to them a huge relief. They are secure.
CONTACT LEE
Phone:
678-576-4838
Address:
1875 Old Alabama Road, Suite 410
Roswell, GA 30076
Email:
leehollingsworth@awminc.biz