Apr 18, 2024
Everyone loves to be in control of their own life. Asking for help is not easy, and it’s even harder to accept when you really don’t think you need help. Issues arise when there is a disagreement whether now is the time for an aging parent to delegate some authority or control to an adult child. This conversation is...
Apr 17, 2024
Is a pooled trust a Medicaid strategy for you? There are many tools
one can use to plan for a Medicaid application. such as a pooled
trust.
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with no expectations. Please take a second and say ‘Hi’ in the
comments and let me and know what you thought...
Apr 16, 2024
The emotional turmoil of divorce can be overwhelming or liberating
depending on ones perspective. While it is commendable and
responsible for families to do estate planning, there are some
issues to be considered following divorce. In this podcast, I
discuss some issues to address post divorce.
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Apr 15, 2024
Have you heard of couples getting divorced to qualify for Medicaid?
Crazy, right? There is another option - it’s called Spousal
Refusal. In this podcast, I explain how it works.
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I love comments. I make these videos specifically to help people
with no expectations. Please take a second and say ‘Hi’ in...
Apr 14, 2024
A simple estate plan is not necessariliy a bad thing, but is your
will or trust forward thinking enough? In this podcast, I talk
about why you may want to include a testamentary supplement needs
trust provision - just to be sure your beneficiaries are
protected.
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I love comments. I make these videos specifically to...