Tag: Jim Koewler
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.
Caregiver Resources, with Jim Koewler
There are 150 million caregivers in the United States. In this segment, Jim Koewler recommends some nationwide resources for senior caregivers: Geriatric care managers, Elder law care attorneys: National Academy of Elder Law Care Attorneys, Elder law attorneys who work with care coordinators, Nationwide web resources, Elder Care decision guides, Genworth care scout, Benjamin Rose Institute on Aging, the Alzheimer's Association, and Pro Seniors.
Planning Ahead For Long Term Care Costs, Part 4
Here is a guide to help people who are worried about long term care costs in the future. There are three basic strategies: do nothing, buy insurance, or give away assets. When giving away assets, there are two approaches: direct gifts, and an irrevocable trust. This segment focuses on direct gifts. A PowerPoint presentation accompanies this segment — watch this segment on YouTube’s Answers For Elders channel.
Planning Ahead For Long Term Care Costs, Part 3
This hour, elder law attorney Jim Koewler at the Koewler Law Firm provides us with a guide to help people who are worried about long term care costs in the future. There are three basic strategies: do nothing, buy insurance, or give away assets. In this segment, Jim goes in further detail about buying insurance. There are two approaches: the "traditional" long term care insurance, and having long term care insurance tied to an asset investment.
Planning Ahead For Long Term Care Costs, Part 2
This hour, elder law attorney Jim Koewler at the Koewler Law Firm looks at the criteria used to compare planning strategies. There are three basic strategies: do nothing, buy insurance, or give away assets. The criteria Jim uses compare those methods are: the cost to implement the strategy, the risk to your money, how convenient is it to carry out the strategy, how much control does it give you over money, and the likelihood that it will protect your assets.
Planning Ahead For Long Term Care Costs, Part 1
This hour, elder law attorney Jim Koewler at the Koewler Law Firm provides us with a guide to help those who are worried about long term care costs in the future. He talks about how older senior loved ones can protect their life savings and plan for the costs of long term care. Goals are to avoid becoming a burden to our children, leaving a financial legacy, military benefits, earning a feeling of accomplishment and preserving your identity.
Long Term Care Insurance, with Jim Koewler
All about long term care insurance. Insurance takes the burden from you. You want to look at a stable company and stick with it for life. These are companies you don't see in the news, don't take risks, and have a history. One that underwrites on a long-term care model is best, rather than a disability model.