Money & Law
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.
A Senior Living Financial Aid Office
ElderLife Financial is a financial aid office for senior living, a one-stop shop to help families understand how to pay for long-term care.
Financial Resources for Veteran Seniors
Emily Schwarz clarifies a number of common misconceptions people have about qualifying for veterans benefits.
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.
Asset Protection Planning Stories
Attorney Darol Tuttle shares a couple of stories that illustrate the essential need for asset protection planning.
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.
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.