Money & Law
Benefits of a Spousal Protection Trust
Asset protection attorney Darol Tuttle explains how a spousal protection trust will double your tax exemptions.
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.
People Needed for Your Estate Plan: Irrevocable Third-Party Trust
Listen in to learn about setting up your estate plan and the people needed to set up irrevocable third-party trusts, with elder law attorney Jim Koewler.
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.
People Needed for Your Estate Plan: Wills
Elder law attorney Jim Koewler joins Suzanne to talk about your estate plan and the people needed to complete various documents, such as wills and living wills.
People Needed for Your Estate Plan: Powers of Attorney
Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents, such as powers of attorney, wills, living wills, revocable trusts, and irrevocable third-party trusts. This segment covers Powers of Attorney.
How to Qualify for Veterans Aid and Attendance Benefits
Your senior loved ones may quality for VA benefits. Emily Schwarz, VP of Sales for ElderLife Financial and President of AidInAttendance.com, tells us about these benefits and how to qualify for them, courtesy of MorningStar Senior Living.
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.
Finding Financial Aid for the Move to Senior Living
Emily Schwarz with ElderLife Financial joins Suzanne to solve the conundrum of finding financial aid to bridge the move to senior living.
How to Deal With Threats to Discharge Your Loved One, Part 2
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.
