Money & Law

Asset protection attorney Darol Tuttle explains how a spousal protection trust will double your tax exemptions.

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.

A lot of people choose not to get married. They cohabitate, they mix assets, they'll buy a home, and some even have retirement plans. There are many legal protections for married couples, but some of those protections don't extend to individuals who live together, such as Social Security, Medicare, Medicaid benefits. If an unmarried couple decides to live together, they ought to discuss how to protect each other, and consider how do you protect yourself if you choose to live with a partner. Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne to talk about protections and estate planning for unmarried couples.

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

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.

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.

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

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.

Learn how to appoint people to represent you in situations where you're unable to act for yourself – a who's who of people who should be involved in your estate plan. This segment focuses on living wills. One person does the job – pick one person.

David T. Phillips joins Suzanne to talk about a crisis in Long Term Care and how it is seriously negatively impacting Americans. Financial wellness is one of the 8 foundational principles of wellness featured on the Vitality Revolution podcast series sponsored by Humana.