Boomer Time with Nancy Cogar

Show notes for this episode: https://nancycogar.com/who-inherits-your-business/

Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incoming Silver Tsunami.�...

#soloagers #boomers #aging Show notes for this episode: https://nancycogar.com/solo-agers/Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incomi...

#caregiver #family #holiday Show notes for this episode: https://nancycogar.com/caregiver-holiday-survival-guide-to-avoid-burnout/Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and ...

Can ChatGPT write your will? I'll give you my answer in Episode 87 of Boomer Time with the following headlines that I think are important for you to know about:

From Forbes.com: 4 Predictions For The Future Of AI In Estate Planning

https://www.forbes.com/councils/forbesfinancecouncil/2025/02/19/4-predictions-for-the-future-of-ai-in-estate-planning/

From People.com: Woman Conned Out of $15K After AI Cloned Her Daughter’s Voice in T...

Show notes for this episode: https://nancycogar.com/how-long-does-probate-take/

Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incoming Silver T...

Show Notes for This Episode: https://nancycogar.com/1-in-5-boomers-victims-of-financial-fraud/So that you don’t miss this and future episodes, subscribe and follow the Boomer Time with Nancy Cogar podcast on Spotify, Apple Podcasts and YouTube! Or you can always visit NancyCogar.com to hear the latest. Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constit...

Show Notes for This Episode: https://nancycogar.com/boomer-scams

So that you don’t miss this and future episodes, subscribe and follow the Boomer Time with Nancy Cogar podcast on Spotify, Apple Podcasts and YouTube! Or you can always visit NancyCogar.com to hear the latest.

Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client...

In this episode, I'm discussing healthy aging strategies with Dr. Joseph Casciani, Ph.D, founder of the Living to 100 Club. We hope you'll enjoy this insightful conversation we delve into what it means to age well.

Boomers are getting older every day and are quickly becoming the largest demographic in the United States. Dr. Joe and I talk about what this looks like if we plan or if we decide to do nothing to prepare. Pl...

Who is the caregiver, and why? More often than not, it's an unpaid role. What can we do to encourage more family members to participate in caregiving or at least support the sibling or family member in that role?

Approximately 43.5 million caregivers have provided unpaid care to an adult or child in the last 12 months. [National Alliance for Caregiving and AARP. (2015). Caregiving in the U.S.] The majority of caregivers (82%) ca...

What questions do you have? I'd love to hear from you. If you like the podcast, share it with a friend, and follow us on Facebook and YouTube. If you need help with estate planning or administration, reach out for a strategy session.

So that you don’t miss this and future episodes, subscribe and follow the podcast on Spotify, Apple Podcasts and YouTube! Or you can always visit NancyCogar.com to hear the latest. Disclaimer: The ...

Seventy percent of folks have no estate planning in place—meaning no will, no trust, no powers of attorney, nothing appointing anyone they trust with the legal authority to act on their behalf if something were to happen. I don’t think it’s a lack of money; we spend lots of money on lots of things. Maybe it’s avoidance—somehow emotionally linking us to our final demise? It amounts to procrastination. We all do it from time to time.

...

If you’re married – you took an oath “for better or worse in sickness and in health, until death do us part.” But what does that oath really look like?

Many of my clients come face-to-face with that challenge later in life – more specifically when one spouse’s health declines to the point that they can no longer live at home…maybe the other spouse just doesn’t have the capacity or skills to continue to care for the other. Nursi...

In this episode, we’re addressing an often painful topic: toxic parents – difficult-to-deal-with parents.

“Hey, wait a second Nancy – my Mom is a gem – everyone loves her; she volunteers at the church and reads to children after school. The homestead is a showcase at Christmastime.”

Well, that’s great that you have such a wonderful mama – it is a genuine blessing, and I’m not going to take that away from you. Not everyone has such a ...

In this episode, we tackle the most frequently asked questions older adults and their families have about long-term planning and estate planning. As a seasoned elder law and estate planning attorney, I share practical, approachable tips that can help you and your loved ones navigate these questions with confidence, protect your assets, and reduce family stress down the road.

What will happen if I need long-term care, and how will I ...

There have been some big changes recently out of Washington – especially when it relates to Medicare and Medicaid.   They may sound similar and actually they are often used interchangeably – but they are very different – different purposes and it’s important for both seniors and their caregivers to know the difference.  

That’s what we’re focused on today – Medicare v Medicaid and untangling the confusion BEFORE you may need one or ...

Download my FREE Pet Planning Checklist

We love our pets. They’re family. They’re there when we come home, they comfort us, they make us laugh, and they fill our hearts with companionship.

But here’s the truth: many people don’t plan for what happens to their pets if they can no longer care for them. I have seen it too many times in my practice.

When people don’t plan:

• Pets may end up in shelters, often elderly and unad...

Every day, more of us Baby Boomers are hitting 65 and beyond. If you haven’t started planning for your senior years yet, it’s time. I know it can feel overwhelming but remember this: failing to plan is planning to fail. My goal is to help you avoid that. I also want you to avoid some of the biggest estate planning boo-boos which come from taking short cuts – short cuts that backfire on you, your family and your estate – absolutely ...

If your family is impacted by a dementia diagnosis you are not alone. Dementia is the designated term for a variety of cognitive disorders which can range from Alzheimer's, to sundowners, to Parkinson's and Lewy Body Syndrome. The disease affects millions of Americans and is projected to significantly increase in the coming decades. Currently 7 million Americans living with dementia. That is one in ten people age 65 over and its ex...

We've often discussed typical estate planning, but what happens when an estate is more substantial? These are known as high-net-worth estates. In this episode, we'll delve into what constitutes such an estate, what they might entail, the inherent risks without proper planning, and real-life examples to illustrate these points.

Let's begin with a clear definition. A "high-net-worth estate" isn't just abo...