How to Spot Red Flags in Admission Agreements, Part 3
Most nursing home and assisting living agreements have a spot for someone to sign as "resident representative." Elder law attorney Jim Koewler joins Suzanne to warn about certain aspects of that. One option is to sign your name with a comma, followed by POA, meaning that you're signing on behalf of your loved one, legally protecting yourself to consequences that can affect you personally.
How to Decide: A Will or a Trust?
Steve Waltar with Legacy Estate Planning joins Suzanne to talk about whether you might prefer to have a will or a trust, and why.
People Needed for Your Estate Plan: Irrevocable Third-Party Trust
Listen in to learn about setting up your estate plan and the people needed to set up irrevocable third-party trusts, with elder law attorney Jim Koewler.
Medicaid If You’re Married And Have Income
If you are a married couple, what happens to your income as a Medicaid applicant? Elder Law Attorney Jim Koewler joins Suzanne to answer this question. They must be married; some states recognize common law marriage, others not. The income of the well spouse does not get to be used under Medicaid rules to pay the expenses of the ill spouse.
Financial Abuse by Family Members, with Nichole Smith
Nichole Smith at CarePartners Senior Living says that surprisingly, a majority of financial abuse comes from family members. We often have so many red flags that families are squirreling away money. When a person loses their safety awareness, of course they trust their family more than anybody else, and family members may be making decisions which they think are in the best interest of their loved one, but later down the line it may make it so they can’t get on a state Medicaid program because they’ve gifted money within the last five years.
Best Part of What SilverBills Does, with Marci Lobel-Esrig
This hour, Marci Lobel-Esrig introduces SilverBills, a Nationwide Concierge Bill Manager. Marci is its founder, CEO and General Counsel. In this segment, Marci talks...
Financial Power of Attorney: Do you know your responsibilities?
A Power of Attorney is a legal document that protects you and protects your senior loved one. It basically says if your loved one...
Financial Resources for Veteran Seniors
Emily Schwarz clarifies a number of common misconceptions people have about qualifying for veterans benefits.
Retirement planning, part 1 with Phillip George
Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. As we get close to...
Choosing a Long-Term Care Attorney, with Jim Koewler
Elder Law Attorney Jim Koewler talks about how to select a long-term care attorney.