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Power of attorney

How to Deal With Threats to Discharge Your Loved One, Part 1

We sign all sorts of paperwork when a senior loved one is admitted to a nursing home, assisted living, or memory care community. But often we don't know what we're signing. When a senior living community threatens to discharge or evict a loved one, certain rules apply to those communities that take Medicare or Medicaid, regardless of whether your loved one is using those programs. Elder law attorney Jim Koewler joins Suzanne to talk about those rules.

Financial Power of Attorney: Do you know your responsibilities?

A Power of Attorney is a legal document that protects you and protects your senior loved one. It basically says if your loved one...
Rob Haynie, Managing Director of Life Insurance Settlements, Inc.

No Catch: You Really Can Sell Your Life Insurance Policy

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.
Legacy Estate Planning

How to Decide: A Will or a Trust?

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about whether you might prefer to have a will or a trust, and why.

Washington State Medicaid Program can help a Senior Fund Long Term Care

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...
Steve Waltar

Everything You Need to Know About Probate

Probate is a court process to retitle assets. Probate is designed to create a “final accounting” upon death. It is the legal process of “proving up” a will, or verifying that a will is valid, takes place in one of two instances. First, if a person dies leaving behind a will, or second, if the deceased has died intestate, that is, has not left behind a will or estate plan of any type or the will cannot be found. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to give us a primer on probate.

Retirement planning, part 2 with Phillip George

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...
Daphne Davis

Ready or in Denial, Part 4: Legal Paperwork

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.