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Legacy Estate Planning attorney Steve Waltar

Financial Wellness: Who Do You Trust?

What are the criteria to use when choosing people to represent you financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.
Legacy Estate Planning attorney Steve Waltar

Financial Wellness: Family Meeting

Communication is key. Are we communicating our wishes properly to family members when preparing estate documents, to ensure our wishes are carried out in case something happens? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.
Legacy Estate Planning attorney Steve Waltar

Financial Wellness: Investing Rules

Are you preparing for the future financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about investing rules, part of financial wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.
Legacy Estate Planning attorney Steve Waltar

Financial Wellness: Wills and Trusts

Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series. Are you preparing for the future? Topics include investing in long term care as well as critical documents to have in place as you age.
Spend downs with Jim Koewler

Upcoming Podcast: Seniors, Special Needs, and the Law

Elder Law attorney Jim Koewler talks about his new podcast show coming soon, called "Seniors, Special Needs, and the Law."
Spend Downs with Jim Koewler

How an Elder Law Attorney Helps Families

Jim Koewler explains what an Elder Law attorney does, as well as how his care coordinator service helps those in need.
Caregiving: Asking Questions

How to Deal With Threats to Discharge Your Loved One, Part 2

When a care facility threatens to discharge or evict a senior loved one because of a failure to pay, Elder law attorney Jim Koewler joins Suzanne to talk about what to do. Jim explains how to challenge a threat to discharge. You have 30 days, but don't wait to appeal. The facility can go ahead and discharge them if you don't get your paperwork in on time.
Power of attorney

How to Deal With Threats to Discharge Your Loved One, Part 1

We sign all sorts of paperwork when a senior loved one is admitted to a nursing home, assisted living, or memory care community. But often we don't know what we're signing. When a senior living community threatens to discharge or evict a loved one, certain rules apply to those communities that take Medicare or Medicaid, regardless of whether your loved one is using those programs. Elder law attorney Jim Koewler joins Suzanne to talk about those rules.
Seniors signing forms

How to Spot Red Flags in Admission Agreements, Part 3

Most nursing home and assisting living agreements have a spot for someone to sign as "resident representative." Elder law attorney Jim Koewler joins Suzanne to warn about certain aspects of that. One option is to sign your name with a comma, followed by POA, meaning that you're signing on behalf of your loved one, legally protecting yourself to consequences that can affect you personally.

How to Spot Red Flags in Admission Agreements, Part 2

This segment focuses on aspects of the admissions paperwork that are subject to federal rules when a senior love one comes into a skilled nursing facility.