Money & Law

Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones many times the expense and headaches you thought you were avoiding. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to talk about the difficulties of using joint tenancy while trying to plan your estate.

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.

This hour, Marci Lobel-Esrig introduces SilverBills, a Nationwide Concierge Bill Manager. Marci is its founder, CEO and General Counsel. One of the most challenging...

David T. Phillips, CEO of Estate Planning Specialists reveals the importance of exploiting the currently lofty $13.6 federal estate and gift tax exclusion, before it “sunset” or drops down to $6 million on December 31, 2025, known as Tax Doomsday!

Many people fail when it comes to the non-financial aspects of retirement planning, and many miscalculate their longevity, outliving their money. Retirement Watch CEO Bob Carlson joins Suzanne to talk about these aspects of planning. Financial wellness is one of the 8 foundational principles of wellness, part of the Vitality Revolution podcast series sponsored by Humana.

Elder Law Attorney Jim Koewler talks about the dynamics of the legal side of elder care. Your elder care attorney can be your greatest asset. Jim talks about some of the changes that have happened during the pandemic. For instance, It's easier to stay on Medicaid and easier to get on Medicaid, but the general lack of ability to pay for long-term care hasn't changed.

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.

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...

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.

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