Money & Law

Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. As we get close to...

Most people want their family to remember them, they want to pass on something. What does it mean to leave a lasting legacy? What's a mistake, and what are some pointers? Steve Waltar with Legacy Estate Planning joins Suzanne to talk about matters of Inheritance and philanthropy with your estate.

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.

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.

Emily Schwarz clarifies a number of common misconceptions people have about qualifying for veterans benefits.

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...

Generally, until you cross into this world of needing to find options for care and housing for elders, it’s not something you think about,...

If you're applying for Medicaid, what happens if they say you have "too much income?" Elder Law Attorney Jim Koewler joins Suzanne to discuss this interesting scenario. You would need to seek a lawyer, set up a qualified income trust, called a "Miller trust," and then you have to use that trust every month, in order to even qualify for Medicaid.

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.

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...