Tag: Featured
Gift Tax Leverage: Building Generational Wealth & Strong Families
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.
Tracking Mobility and Health Data for Senior Loved Ones
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.
Building or Modifying for an Aging-in-Place Friendly Home
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.
Identify Dangers in Your Home With an Aging-in-Place Assessment
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.
The Taxman and Your Estate
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!
Dementia: Communicating Better With Our Loved Ones
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.
How Life Care Communities Work: The Terraces at Skyline
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.
Why You Need to Grant Powers of Attorney
Elder law and estate planning attorney Andrea Lee joins Suzanne to share advice and tips for legal planning to help you age gracefully in a situation that you like. Andrea Lee serves as an attorney for Legacy Estate Planning in Belleville, Washington. The power of attorney document is a critical tool to let your family help take care of you when you're in a crisis situation.
Senior Moving: What Happens on Moving Day
Sean Joseph, CEO of Jordan River Moving & Storage, talks about what he hopes will happen on moving day, and sometimes what actually happens.
Taking Charge of Your Six Pillars of Health
Dr. Shawn Weiss joins Suzanne to talk about taking charge of the six pillars of health — nutrition, exercise, sleep, stress, substance use, and personal connections — so that we can achieve optimal health in our later years.
