Money & Law

What happens when aging parents face major housing decisions without a plan? In this episode of Answers for Elders, host Suzanne Newman welcomes certified Senior Real Estate Planner Cory Boldhoff, founder of The Complete Real Estate Group and Complete Senior Solutions. Cory shares his personal family experiences that inspired his mission to help seniors and their families build, protect, and transfer generational wealth through real estate while avoiding the costly mistakes that can create family conflict and financial hardship.

95% of baby boomers have a high goal to stay in their own home and find ways to be safe, or maybe downsize into a smaller place if you've got a home that is too big for you. If you are interested yourself, aging in place, or maybe you have a parent that says 'I am not I am not going to senior living, I want to stay at home as as I age,' this episode is for you. Kevin Guttman from C2 Financial joins Suzanne to discuss the ins and outs of reverse mortgage.

Some legal paperwork is exceedingly difficult to work around if it's not filed. Are you in denial over the next chapter of caring for someone you love? Or are you ready? Daphne Davis from Pinnacle Senior Placements joins Suzanne on the Answers for Elders Podcast for part 4 of their six-part series being prepared for difficult conversations and what comes after.

Hear some examples from Rob Haynie of what people have done with the proceeds from selling their life insurance policy. Rob describes a family who had been donating money to a ballet center, but were running low on funds around 2008. "They were able to write off the donation while they were alive. And they also were able to go to the ballet center and see their name above the doors as you walked in for a number of years, before they passed away."

Rob Haynie joins Suzanne Newman on the Answers for Elders Radio Show to talk about selling your life insurance policy for cash. Rob serves on the Board of Directors of the Life Insurance Settlement Association (LISA) and is a charter member of the Association’s PPC committee, which is charged with the regulatory and legislative activities of the industry. The Managing Director of Life Insurance Settlements, Inc., he has been proactively in the industry for more than 31 years.

Believe it or not, you don't have to be sick to sell your life insurance policy. You can sell it and repurpose the proceeds in a life settlement. Rob Haynie joins Suzanne Newman on the Answers for Elders Radio Show to talk about how Life Settlements work.

Rob Haynie, Managing Director of Life Insurance Settlements, Inc., joins Suzanne Newman on the Answers for Elders Radio Show to talk about Life Settlements: selling your life insurance policy and repurposing the proceeds. Rob serves on the Board of Directors of the Life Insurance Settlement Association (LISA) and is a charter member of the Association’s PPC committee, which is charged with the regulatory and legislative activities of the industry. He has been proactively in the industry for more than 31 years.

The value an estate planning attorney brings you, vs. just downloading documents yourself online, is a discussion Andrea Lee frequently addresses. They are who will advocate for you. If you're a senior, an estate planning attorney or an elder law attorney is worth their weight in gold. Andrea Lee from Legacy Estate Planning joins Suzanne Newman on the Answers for Elders podcast to talk about the benefits of hiring an elder law attorney.

Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne Newman on the Answers for Elders podcast to clarify the steps an executor of the family estate has to take after a senior loved one passes.

With multi-generational housing on the rise – aging parents moving in with their adult children — this segment looks at the complex issue from the child's point of view. Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne Newman on the Answers for Elders podcast to talk about expectations and approaches.