David Carrier defines the expanding middle class model and states how you need to reinforce your security. Also, David gets into more emails consisting of splitting the estate, social security disability, Medicaid, inheritance, and nursing home poverty.
David Carrier breaks down who benefits from the Secure Act and talks about middle class values when it comes to running away from poverty. Also, David answers your emails based on protecting your assets.
David Carrier dives into the Secure Act's "dark secret" and and answers your calls and emails when it comes to legal power of attorney, guardianship, prenuptial agreements, and beneficiaries.
David Carrier breaks down how middle class families are getting taken advantage of and discusses why the Secure Act is called the "Death Tax" in his mind.
David answers your e-mails: Can I contribute to education?. Do I have to report inheritance to Medicaid? Does money given to kids penalize Medicare eligibility?
Hour 1 - Bad planning + Bad execution + Bad advisers = Bad Results
David Carrier (2020) 1-5 Hour 2: Preserve home for disabled child. Planning for the Death Tax. The dangers of a Lady Bird Deed
David Carrier (2020) 1-5 Hour 1: Choosing an Elder Law Attorney: Results or "Pestige?" Death Tax Planning
David Carrier (2019) 12-29 Hour 2: More on "Death Tax." More with David's Special Guest. David answers your e-mails.
David Carrier (2019) 12-29 Hour 1: Moving closer to the "Death Tax." Special Guest w/David. Applying for Medicaid
David Carrier (2019) 12-22 Hour 2: Why your assets should go into a trust, especially if single.
David Carrier (2019) 12-22 Hour 1: Look Out! The Death Tax is back.
David Carrier (2019) 12-15 Hour 2: Why most traditional estate planning fails. Distribute life savings before Mom passes.
David Carrier (2019) 12-15 Hour 1: Don't let the politicians lecture you. You run the show. Are all Elder Law Attorney's created equal?
David Carrier (2019) 12-8 Hour 2: Chris Wilson-Exec Director of Men's Shed Association of West Michigan
David Carrier (2019) 12-8 Hour 1: Abundance & Prosperity, Joint ownership on accounts with kids.
David Carrier (2019) 12-1 Hour 2: You have a long term care insurance policy, why not use it? Medicaid "strategies" that don't work.
David Carrier (2019) 12-1 Hour 1: Why you need to plan; the house is not protected. Lady Bird Deed; Will vs. Trust
David Carrier (2019) 11-24 Hour 2: Managing Wills & Taxation of inherited property
David Carrier (2019) 11-24 Hour 1: Middle Class Expectations & Attitude of Gratitude