Money & Law

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.

Elder Law Attorney Jim Koewler joins Suzanne to talk about how Medicaid and other long-term care situations handle retirees who continue to receive income the rest of their lives. Income payments can come from Social Security retirement benefits, disability benefits, pension payments, VA pension payments, annuity payments, or income from rental properties.

In this debut episode of Senior Resource's new podcast Estate Planning Made Easy, estate planning expert David T. Phillips discusses the importance of estate planning and the difference between estate planning and financial planning. He highlight the consequences of not having a plan in place and the potential challenges that can arise, especially during unexpected events like COVID-19. He also emphasizes the need to regularly review and update your estate plan to ensure it aligns with your current circumstances.

This hour, Marci Lobel-Esrig introduces SilverBills, a Nationwide Concierge Bill Manager.Marci is its founder, CEO and General Counsel. SilverBills helps families manage finances, pay...

Daphne Davis at Pinnacle Senior Placements discusses the cost of elder care if family members stay home to care for a senior loved one.

If you are a single Medicaid applicant, what happens to your income? Almost every dollar is accounted for in the Medicaid rules — where can you expect that money to go? Generally, for a single person, a person's income is used before Medicaid dollars. There are three places where money is usually going to go: 1) your personal needs allowance (spending money); 2) rent if you're in an assisted living community; and 3) health insurance premiums.

This segment focuses on how various legal documents work together as part of your estate planning to make sure you're taken care of if anything happens that makes you incapacitated. Andrea Lee from Legacy Estate Planning joins Suzanne to talk about the pieces of a person's legal puzzle.

COPES: The Washington State Medicaid Program can help a Senior Fund Long Term Care. Current trends in Long Term care provides a staggering representation of...

This hour presents a who's who of people who should be involved in your estate plan, and how to choose people to have power of attorney – specifically, the personality traits they should have. For Powers of Attorney (General and Health Care), you need to choose an Agent, First successor agent, Second successor agent, and Others.

Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. This segment addresses things you...