Money & Law
How to Choose People to Represent You, Part 2
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.
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...
Why Do Estate Plans Fail? 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 addresses things you...
Asset Protection Planning Website
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.
Answering Veteran Fears: Paying for Senior Care
Emily Schwarz at ElderLife Financial says Veterans Benefits are the most underutilized way to pay for senior care.
Medicaid if You Have Too Much Income
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.
The Caregiving Account
When you are caring for a loved one, there are two things I can guarantee:
You will be involved in financial dealings. They can...
Qualifying for a Bridge Loan for a Move to Senior Living
What does a family do when faced with having to pay for a senior loved one to move into a senior care community? Emily Schwarz with ElderLife Financial joins Suzanne to talk more about solving this financial conundrum, courtesy of MorningStar Senior Living.
Untapped Resources to Pay for Senior Care
Emily Schwarz cites a variety of ways to help pay for senior care, including long term insurance policies, life insurance, reverse mortgages, and tax deductions.
