Answers for Elders

In the second episode of Senior Resource's Estate Planning Made Easy podcast, expert David T. Phillips reveals the number one estate planning mistake. He also shares the strategy you can implement to avoid that mistake.

Suzanne is joined by Joan Rettmann, Regional Director of Sales in the Seattle area for Skyline, a unique life care senior living community. She clears up misconceptions about life care communities and explains how they work.

In this debut episode of Senior Resource's new podcast Estate Planning Made Easy, estate planning expert David T. Phillips discusses the importance of estate planning and the difference between estate planning and financial planning. He highlight the consequences of not having a plan in place and the potential challenges that can arise, especially during unexpected events like COVID-19. He also emphasizes the need to regularly review and update your estate plan to ensure it aligns with your current circumstances.

Suzanne is joined by Sean Joseph, CEO of Jordan River International Moving & Storage, a nationwide firm that specializes in working with seniors. Suzanne highly recommends Jordan River after her experiences with the company helping move her mom twice.

Sean Joseph walks us through the steps to a stress-free move, including getting good boxes and marking them well to inspecting the truck. Sean is the CEO of Jordan River Moving & Storage, a nationwide firm that specializes in working with seniors.

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.

Suzanne is joined by Sean Joseph, CEO of Jordan River International Moving & Storage, a nationwide firm that specializes in working with seniors. Moving has changed with the internet, making the whole United States one big neighborhood, and leading to scams. Seek local companies, and get a free, in-person estimate.

Elder law and estate planning attorney Andrea Lee joins Suzanne to provide some tips for unpaid family caregivers caring for a loved one about the legal documents they need to have in place, and also some practical tips to keep in mind. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.

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, Positions Order of Life Sustaining Treatment form. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.

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?