Tag: Estate planning
How to Choose People to Represent You, Part 4
This hour is about how to appoint people to represent you in situations where you're unable to act for yourself – a who's who of people who should be involved in your estate plan. This segment focuses on Revocable Trusts — Grantors are initial trustees, Successor Trustee, HIPAA Release.
How to Choose People to Represent You, Part 3
Learn how to appoint people to represent you in situations where you're unable to act for yourself. This segment focuses on after you pass away. You can choose between a will-based estate plan or a trust-based estate plan.
How to Choose People to Represent You, Part 2
Learn how to appoint people to represent you in situations where you're unable to act for yourself – a who's who of people who should be involved in your estate plan. This segment focuses on living wills. One person does the job – pick one person.
How to Choose People to Represent You, Part 1
This hour presents a who's who of people who should be involved in your estate plan, and how to choose people to have power of attorney – specifically, the personality traits they should have. For Powers of Attorney (General and Health Care), you need to choose an Agent, First successor agent, Second successor agent, and Others.
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...
What is a Spend Down? with Kelley Smith
Kelley Smith at CarePartners Living discusses Medicaid qualifications. Let's say that you have $100,000 in the bank. One qualification for Medicaid is having less than $2,000 in the bank, so you would need to spend the rest of that money in ways the state allows, with expenses analyzed for the most recent five years.
Senior Finances: Family Cost of Care, with Daphne Davis
Daphne Davis at Pinnacle Senior Placements discusses the cost of elder care if family members stay home to care for a senior loved one.
