Tag: Legacy Estate Planning

Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne to talk more about special needs trusts, comparing first party special needs trusts and third party special needs trusts.

So many of us have a loved one that may have special needs, a disability. Maybe a spouse has just been diagnosed with dementia and needs care, and they're afraid of losing their house or their money. If you're in that situation, or maybe your parents are, or a child that has special needs, this episode will be important. Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne to talk about special needs trusts and how people can protect their own resources.

People sometimes put their estate documents in a file and forget about them. Elder law attorney Steve Waltar joins Suzanne to talk how to keep your estate plan documents current.

How do you make updates to your estate plan? Elder law attorney Steve Waltar joins Suzanne to talk about dos and don'ts. In particular, he explains that a power of attorney is not a commodity. They're all radically different.

With a new year arriving, it's time to consider reviewing and updating legal documents. Elder law attorney Steve Waltar joins Suzanne to talk about when to update estate plans.

Elder law attorney Steve Waltar joins Suzanne to talk about the Corporate Transparency Act, a new federal law made to thwart money laundering, but has overreaching implications for owners of new and existing small businesses and their legal agents across America.

What are the criteria to use when choosing people to represent you financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.

Communication is key. Are we communicating our wishes properly to family members when preparing estate documents, to ensure our wishes are carried out in case something happens? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.

Are you preparing for the future financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about investing rules, part of financial wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.

Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series. Are you preparing for the future? Topics include investing in long term care as well as critical documents to have in place as you age.