Preparation, Planning and New Beginnings

Home Preparation, Planning and New Beginnings
Real Estate 55 Plus

What Keeps Seniors From Downsizing

Seniors are waiting longer before they make a change. For many, they wait so long that they end up limiting their options. They have a fall, are injured to an extent that they're no longer able to live independently, and now have a crisis to move. Real Estate 55 Plus CEO Juli Anne Gibson joins Suzanne to talk about what holds people back, the biggest questions people ask about downsizing, and provides an example of a family that faced a moving crisis.
Sean Joseph

Downsizing and Moving: Scam Warning Signs

A lot of seniors get taken advantage of by moving companies. In this segment, Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to avoid moving scams.
Real Estate 55 Plus Juli Anne Gibson

All About Real Estate 55 Plus

If you're a senior living in a home that's not working for you, and you need to make a change, but don't know what the next steps are, specialized services for seniors are available at Real Estate 55 Plus. Founder and CEO Juli Anne Gibson joins Suzanne to talk about working with families, real estate agents, executors, and estate planners. She talks about creating a roadmap to minimize the stress involved in moving, particularly for those over 55.

Things That Stop Us, with Daphne Davis

Daphne Davis at Pinnacle Senior Placements talks about the biggest thing she's been running into, which is people becoming paralyzed by their own fears,...
Moving tips

Top Ten Tips for a Successful Move: Tips 7 and 8

Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne this hour to share his top ten tips for a successful move. This segment, Sean advises that you pre-plan your space in your new house before you move there, and observe the truck as it's being weighed before and after loading.
Moving

How to Spot Moving Company Scams, Part 2

Sean Joseph continues his conversation with Suzanne about moving company scams to watch for. He recommends that you avoid brokers, refuse pricing based on cubic feet rather than weight, and do not pay for a binding estimate. You can also look up a company's DOT number to see if they're a new or establishing firm.
Estate planning

Why Choose a Healthcare Power of Attorney

Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about the healthcare power of attorney document. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington. This document is often overlooked by families. Who can make medical decisions for you when you're not able to make your own choices?
Estate planning

Overlooked Legal Documents You Need to File

Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about essential legal documents to have in place no matter your age, keeping them up to date, and describing oft overlooked documents such as the HIPPA release and POLST form, Physicians Order of Life Sustaining Treatment form. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.

Staying Connected Before the Move, with Daphne Davis

Before our parents have moved, the family still needs to come together to make decisions regarding the move. Daphne Davis at Pinnacle Senior Placements...
Real Estate 55 Plus

Real Estate After a Senior Passes

Real Estate 55 Plus provides a spectrum of services for seniors. Real Estate 55 Plus CEO Juli Anne Gibson joins Suzanne to talk about what typically happens when a senior loved one passes and a home goes into probate.