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Estate planning

Planning for Long Term Care, with Jim Koewler

Elder Law and special needs attorney Jim Koewler talks about planning ahead — what do people need to plan for? When you can't take care of yourself, and you have trouble with activities of daily living — being able to get out of bed or a chair, bathing, eating, toileting, or dressing on your own — you're either injured (temporary) or facing a permanent change. How do you plan ahead for that financially? You can 1) do nothing, 2) buy insurance, or 3) give money away now while you're healthy, and rely on Medicaid later on. If you pick 3, work with a long-term care attorney to find a balance of what you need to care for yourself vs. what you're able to live without. Jim addresses all three choices.

Medicare Advantage Options, with Jim Koewler

Elder Law and special needs attorney Jim Koewler talks about options if a senior doesn't have enough income to afford Medicare supplemental insurance. If you want to have more than bare Medicare, look for a Medicare Advantage program that does the most for you. Specifically ask for plans that are generous on rehab, because rehab is expensive. Good rehab means a better life after rehab is done. Companies that give you money back, or charge less, means they have less money to cover you with.

How to Set Up a Successful Retirement Plan, with Phillip George

Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. This segment focuses on what...

Why Do Estate Plans Fail? with Phillip George

Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. This segment addresses things you...

Retirement planning, part 2 with Phillip George

Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. This segment focuses on setting...

Retirement planning, part 1 with Phillip George

Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. As we get close to...

Medicaid, part 3 with Jim Koewler

In this hour, Elder Law and special needs attorney Jim Koewler talks about Medicaid, specifically in the long-term-care process as we're aging. This segment focuses on more of the criteria that would allow someone to participate in Medicaid, in particular the ideas of resources and spend-down.

Medicaid, part 2 with Jim Koewler

In this hour, Elder Law and special needs attorney Jim Koewler talks about Medicaid, specifically in the long-term-care process as we're aging. This segment focuses on more of the criteria that would allow someone to participate in Medicaid, in particular the ideas of resources and spend-down.

Medicaid, part 1 with Jim Koewler

In this hour, Elder Law and long-term-care planning attorney Jim Koewler talks about Medicaid, specifically in the long-term-care process as we're aging. Medicaid is the single biggest payer toward long-term care in the United States. Medicaid for long-term care is different than Medicaid under Obama-care, different than Medicaid for people with disabilities. In this segment, Jim talks about what it is, as well as some of the criteria that would allow someone to participate in Medicaid, covering some of the differences in different states.
Estate planning

Medicare Answers, part 4 with Jim Koewler

In this hour, Elder Law and special needs attorney Jim Koewler answers questions about the daunting world of Medicare. This segment focuses on Part D, the prescription drug coverage.