Andrea Lee

Recipe for Disaster: Downloading Legal Documents

The value an estate planning attorney brings you, vs. just downloading documents yourself online, is a discussion Andrea Lee frequently addresses. They are who will advocate for you. If you're a senior, an estate planning attorney or an elder law attorney is worth their weight in gold. Andrea Lee from Legacy Estate Planning joins Suzanne Newman on the Answers for Elders podcast to talk about the benefits of hiring an elder law attorney.
Andrea Lee

Executor and Power of Attorney: Differences

Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne Newman on the Answers for Elders podcast to clarify the steps an executor of the family estate has to take after a senior loved one passes.
Andrea Lee

Parents Moving In With You? Things To Think About

With multi-generational housing on the rise – aging parents moving in with their adult children — this segment looks at the complex issue from the child's point of view. Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne Newman on the Answers for Elders podcast to talk about expectations and approaches.
Andrea Lee

Moving In With Your Adult Child? Things To Think About

Since COVID, there has been a 40% increase in multi-generational housing: either senior parent or parents have moved in with their children, or kids who can’t afford to live on their own have moved back home again. For an aging parent, they wonder: should I sell my house? Should I invest money in my son or daughter's home? Should I move in with them? What does that mean for my overall estate plan, my assets? How does that affect the other heirs if I have other children? Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne Newman on the Answers for Elders podcast to talk about this complex issue.
Daphne Davis

Vetted Experts: National Placement and Referral Alliance

Daphne Davis from Pinnacle Senior Placements in Seattle, Washington joins Suzanne Newman on the Answers for Elders Radio Show to talk about providing nationwide assistance for people seeking answers.
Daphne Davis

5 Tips to Choose the Best Referral Agent

Daphne Davis from Pinnacle Senior Placements in Seattle, Washington joins Suzanne Newman on the Answers for Elders Radio Show to share her top five tips for choosing a referral agent, specifically to help you find medical assistance for a senior loved one, or to choose a senior living community for them.
Daphne Davis

Need to Move Mom? How to Do It Right the First Time

Daphne Davis from Pinnacle Senior Placements in Seattle, Washington joins Suzanne Newman on the Answers for Elders Radio Show to talk about why and how to choose a referral agent to help with making choices about a senior parent.
Daphne Davis

How to Find the Best Referral Agent

If you're faced with the daunting challenge of helping a senior loved one find medical assistance after an injury or choose a senior living community to move to, you're not alone. Daphne Davis from Pinnacle Senior Placements in Seattle, Washington joins Suzanne Newman on the Answers for Elders Radio Show to talk about finding a referral agent to help answer those questions.
Andrea Lee

Single? How to Preserve Assets For Retirement

If you're single, it's much harder to plan financially in advance for retirement, as there are more options available for married couples. To alleviate worries about finances and aging, or the possibility of an unhealthy retirement where you might face a chronic illness, you may want to research alternative living facilities on your own ahead of time, or prepare irrevocable trusts to preserve assets. Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne Newman on the Answers for Elders podcast to talk about various ways single folks can protect their assets for retirement and beyond.
Jan Sheeley, Silver Sneakers | Tivity Health

Seniors: Exercise to Earn Money for Grandkids’ College

Silver Sneakers is the only fitness program that provides financial rewards for staying fit. Members can grow a college fund for a loved one. So even if a senior is on a fixed income, they can actually provide money for a grandchild's college tuition. It's a great motivator to get exercising — people will often do for others what they won't do for themselves.