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Spend downs with Jim Koewler

All About Spend Downs, Part 3

How do you take care of your spouse if you need long term care now? What can you do with your money if your spouse is still at home? Elder law attorney Jim Koewler joins Suzanne Newman to answer these questions, by spending down your money to access Medicaid and VA benefits.
Andrea Lee

How Legal Documents Work Together to Help You

This segment focuses on how various legal documents work together as part of your estate planning to make sure you're taken care of if anything happens that makes you incapacitated. Andrea Lee from Legacy Estate Planning joins Suzanne to talk about the pieces of a person's legal puzzle.
Estate planning

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.
Seniors and their pet

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.

Medicare Advantage Options, with Jim Koewler

Elder Law and special needs attorney Jim Koewler talks about options if a senior doesn't have enough income to afford Medicare supplemental insurance. If you want to have more than bare Medicare, look for a Medicare Advantage program that does the most for you. Specifically ask for plans that are generous on rehab, because rehab is expensive. Good rehab means a better life after rehab is done. Companies that give you money back, or charge less, means they have less money to cover you with.

Families and Funding Options: Have the conversations up front!

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...
Darol Tuttle

Introducing Asset Protection Planning

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.

How to Fund Long Term Care, with Daphne Davis

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,...

How to Set Up a Successful Retirement Plan, 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 what...

People Needed for Your Estate Plan: Revocable Trusts

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents. This segment covers revocable trusts.