Tag: Featured

Probate is a court process to retitle assets. Probate is designed to create a “final accounting” upon death. It is the legal process of “proving up” a will, or verifying that a will is valid, takes place in one of two instances. First, if a person dies leaving behind a will, or second, if the deceased has died intestate, that is, has not left behind a will or estate plan of any type or the will cannot be found. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to give us a primer on probate.

Dr. Shawn Weiss joins Suzanne to talk about holistic care, why those over 55 should incorporate some of these practices, and share some of the most popular ones that can be done at home. Weiss provides balanced functional wellness education and coaching based on the the six pillars of health: exercise, stress, sleep, nutrition, gut health, and emotional health.

The term 'retirement community' covers a lot of different types of options, some with care, some without care. Joan Rettmann from Transforming Age joins Suzanne to talk about what they all mean.

Estate planning expert David T. Phillips explains how proper gifting will not only give the giver fulfillment during their life, it can produce generations of powerful, productive people. He also shows you how to leverage your annual gifts to the max.

Through the use of a watch, room sensors, and an app, Care Bloom provides 24/7 health monitoring services for caregivers. Lindsay Friedman and Shannon Lyons join Suzanne to talk more about the Care Bloom watch and app, an innovative new tool to assist senior loved ones with aging in place.

If you or your relatives want to build a new structure, or get modifications done on your house, there are resources to make sure that the builders are doing it right. Dr. Jill Bjerke joins Suzanne to talk about aging in place constructions as part of this month's Specialist Spotlight on Aging in Place. A home assessment at silverspaces.com provides guidelines and recommendations to design an aging in place home, like lever handles on doors and faucets, a raised dishwasher so you don't have to bend down so far, a stove that has controls in the front, a low-maintenance exterior, things you ordinarily wouldn't think about with new construction.

This month's Specialist Spotlight on Aging in Place features Dr. Jill Bjerke, the creator of Silver Spaces, an online assessment tool to help you identity safety risks and dangers in your home that you haven't noticed. If you want to remain in your home in your later years, Dr. Jill talks talks about many of the risks you can avoid. Dr. Jill Bjerke is April's Specialist Spotlight on Aging in Place at Answers for Elders.

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!

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.

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.