Families and Funding Options: Have the conversations up front!
Many families avoid discussing money. It’s not an easy topic to talk about. And I am certainly not a professional financial advisor, nor do...
Financial Resources for Veteran Seniors
Emily Schwarz clarifies a number of common misconceptions people have about qualifying for veterans benefits.
Today’s Long Term Care Crisis
David T. Phillips joins Suzanne to talk about a crisis in Long Term Care and how it is seriously negatively impacting Americans. Financial wellness is one of the 8 foundational principles of wellness featured on the Vitality Revolution podcast series sponsored by Humana.
Retirement planning, part 2 with Phillip George
Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. This segment focuses on setting...
How to Deal With Threats to Discharge Your Loved One, Part 2
When a care facility threatens to discharge or evict a senior loved one because of a failure to pay, Elder law attorney Jim Koewler joins Suzanne to talk about what to do. Jim explains how to challenge a threat to discharge. You have 30 days, but don't wait to appeal. The facility can go ahead and discharge them if you don't get your paperwork in on time.
Plan for Long Term Care While You’re Healthy
Most baby boomers haven’t planned for a long term care event, considering that only 1 in 30 have a long-term care policy and only 7% of adults over age 50 own any form of Long Term Care insurance. David T. Phillips joins Suzanne to talk about how to reposition our assets in order to have funds available for a long term care event.
How to Choose People to Represent You, Part 4
This hour is about how to appoint people to represent you in situations where you're unable to act for yourself – a who's who of people who should be involved in your estate plan. This segment focuses on Revocable Trusts — Grantors are initial trustees, Successor Trustee, HIPAA Release.
All About Spend Downs, Part 3
How do you take care of your spouse if you need long term care now? What can you do with your money if your spouse is still at home? Elder law attorney Jim Koewler joins Suzanne Newman to answer these questions, by spending down your money to access Medicaid and VA benefits.
Benefits of a Spousal Protection Trust
Asset protection attorney Darol Tuttle explains how a spousal protection trust will double your tax exemptions.
Finding Financial Aid for the Move to Senior Living
Emily Schwarz with ElderLife Financial joins Suzanne to solve the conundrum of finding financial aid to bridge the move to senior living.