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.
How to Spot Red Flags in Admission Agreements, Part 2
This segment focuses on aspects of the admissions paperwork that are subject to federal rules when a senior love one comes into a skilled nursing facility.
Asset Protection Planning Website
Attorney Darol Tuttle's asset protection website has several audio master classes on spousal protection trusts with an introductory class on the power of the law.
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.
Retire Richer With These Tax-Free Investment Secrets
In episode 5 of the Estate Planning Made Easy podcast, David T. Phillips reveals key investments that either postpone taxes or accumulate totally income and capital gains tax free.