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Power of attorney

How to Deal With Threats to Discharge Your Loved One, Part 1

We sign all sorts of paperwork when a senior loved one is admitted to a nursing home, assisted living, or memory care community. But often we don't know what we're signing. When a senior living community threatens to discharge or evict a loved one, certain rules apply to those communities that take Medicare or Medicaid, regardless of whether your loved one is using those programs. Elder law attorney Jim Koewler joins Suzanne to talk about those rules.
Caregiving: Asking Questions

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.

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.
Senior living bridge loan

Qualifying for a Bridge Loan for a Move to Senior Living

What does a family do when faced with having to pay for a senior loved one to move into a senior care community? Emily Schwarz with ElderLife Financial joins Suzanne to talk more about solving this financial conundrum, courtesy of MorningStar Senior Living.
Qualifying for VA benefits

How to Qualify for Veterans Aid and Attendance Benefits

Your senior loved ones may quality for VA benefits. Emily Schwarz, VP of Sales for ElderLife Financial and President of AidInAttendance.com, tells us about these benefits and how to qualify for them, courtesy of MorningStar Senior Living.
Seniors signing forms

People Needed for Your Estate Plan: Powers of Attorney

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents, such as powers of attorney, wills, living wills, revocable trusts, and irrevocable third-party trusts. This segment covers Powers of Attorney.
Seniors signing forms

People Needed for Your Estate Plan: Wills

Elder law attorney Jim Koewler joins Suzanne to talk about your estate plan and the people needed to complete various documents, such as wills and living wills.

People Needed for Your Estate Plan: Revocable Trusts

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents. This segment covers revocable trusts.
Estate planning

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.
Darol Tuttle

Introducing Asset Protection Planning

Attorney Darol Tuttle joins Suzanne to talk about going beyond estate planning. Asset protection focuses on protecting your assets while you're still alive, to finance your retirement throughout your life, and to fund the retirement of your spouse.