Answers for Elders

A true estate planning attorney helps you craft a logical distribution plan that has true dynasty provisions avoiding the expenses of probate, blessing multiple generations. In this episode of the Estate Planning Made Easy podcast, David T. Phillips explains how this can be done by ignoring Portability, and establishing an A/B Credit Shelter Trust. Using this little-known estate planning technique, you not only avoid probate, the Credit Shelter “B” Trust can grow to unimaginable sums with absolutely no future federal or state estate taxes. What’s more, this tax-free growth can last as long as there are assets in the trust.

David T. Phillips, CEO of Estate Planning Specialists reveals the importance of exploiting the currently lofty $13.6 federal estate and gift tax exclusion, before it “sunset” or drops down to $6 million on December 31, 2025, known as Tax Doomsday!

Give yourself some grace and work on self-care to lessen burnout during the overwhelming experience of family caregiving. Dr. Weiss joins Suzanne to talk about recognizing the symptoms of burnout. Burnout will lead you to have a short fuse, the last thing you need while caregiving. Take time and step back, find ways to de-stress, and have someone you can vent to.

Dr. Shawn Weiss joins Suzanne this hour to talk about the listening and non-verbal side of communicating better. Her advice: actually listen, don't pretend to listen. Get over repetition. Don't interrupt. Ask the right questions. Take inventory of your own weaknesses. Practice listening. Resist the impulse to correct errors. And don't let yourself get offended.

Environment plays a major role in daily success of those who are cognitively impaired, especially as symptoms progress. Dr. Shawn Weiss joins Suzanne this hour to talk about ways of adjusting the home environment to improve their quality of life.

If you're caring for a loved one who is cognitively impaired, this hour is for you. Dr. Shawn Weiss joins Suzanne this hour. This segment provides an overview of mental impairments, including dementia. 12-18% of those over 60 years old have at least some mild cognitive disorder, and that is expected to grow by 20% by the year 2040. 80% of seniors in senior living communities have some kind of impairment. Most people want to age in place, particularly after Covid, and people are feeling ill-equipped when it comes to caregiving. People are looking for ways to help mom or dad, to improve their quality of life.

Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne this hour to share his top ten tips for a successful move. In this segment, Sean advises to always pay for moving by weight, not cubic feet, and to inspect the empty truck at the end of the move before the crew leaves.

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.

Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne this hour to share his top ten tips for a successful move. In this segment, Sean advises packing boxes fully to avoid damage, organize your house for the move, don't sign blank forms, and stay with the crew but out of the way.

Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne this hour to share his top ten tips for a successful move. In this segment, Sean urges people to get an in-home estimate and pack yourself to save money.