Boomer Time with Nancy Cogar

In Episode #66 of the Boomer Time Podcast, I sit down with Amy Clarke of Morning Pointe Senior Living to discuss the crucial needs of both seniors and their caregivers. She announces the upcoming annual Caregiver Cafe, a free community event sponsored by the Morning Pointe Foundation.

This seminar series aims to educate and inform families facing difficult aging-related decisions. I am honored to be a panelist this year and look fo...

What if a loved one dies? What are you responsible for?

When a loved one passes away, it's important to know which debts and bills you are not responsible for. Generally, you are not personally responsible for a deceased person's debts unless you were a co-signer, joint account holder, or otherwise legally obligated.

Episode 65 provides a breakdown of what you could be liable for and more.

----Nancy A. Cogar, Esq., has a ...

So, I wanted to start off today on a personal note, as I sometimes do, because as you know, I’m not just a lawyer; I’m also a caregiver. I want to share with you a deeply personal story about my own journey with my 83-year-old mother, who recently had a stroke and is transitioning from independent living to assisted living care.

If you’re facing a similar situation or just trying to prepare for the future, this episode is for you. W...

In this episode of Boomer Time, we're shifting focus slightly. I want to discuss the recent news of Gene Hackman's death because it offers additional important lessons. These include everything from end-of-life care to necessary support, estate planning (which we've already touched on in several past episodes), and the potential for abuse and exploitation. We're discussing issues that arise in the sunset years and h...

I want to talk about a crucial topic — Medicare, Medicaid, and how they fit into estate planning and important differences between the two.  It can be confusing, and they are both quite different. Whether you are navigating your own healthcare needs or helping a loved one, today’s episode is packed with important information that can make a real difference in managing long-term care and protecting assets.

If you are an older adult ...

For many Baby Boomers, the idea of needing assistance as we age can feel overwhelming, and the possibility of a conservatorship may seem like an inevitable reality. Last episode we talked about conservatorships tackling what they are, their purpose and some of the challenges they present AND how to avoid them.

If you missed that episode I encourage you to go back and listen because there was a lot of good information in that episod...

Whether you're a caregiver for an elderly family member, or someone who’s concerned about their own future care, understanding conservatorships is crucial. But it’s not all smooth sailing. There are some serious pitfalls, and real-life stories which can be downright scary -- like that of pop singer Britney Spears' recent legal battle over her conservatorship, and TV host Wendy Williams where it seems unclear whether she nee...

In this episode, we are talking about Executors Behaving Badly. These are the folks that you name in your Will to take charge of your affairs when you die.  These are the same folks you trust will follow your instructions in that document.

Well people are people, right?  Sometimes it doesn’t go that way – actually in can go way of course.  I’m talking Executors stealing funds, running off, forgetting to tell the Court that they have...

I’ve always said that when it comes to elder law needs, proactive planning is crucial to avoid costly and emotionally draining court battles. By taking preventative measures, you can ensure that wishes are respected, assets are protected, and that your family is spared from unnecessary conflict.

In Ep. 58 of Boomer Time, I elaborate on these strategies. Also, I encourage you to plan a strategy session of your own. All you have to do...

Episode Takeaways:

Caregiving is physically and emotionally demanding, and caregivers must assess their own stamina and support systems.

Before accepting a caregiving role, fully understand the person's needs, including insurance coverage, medical conditions, medications, and legal documents.

Create a care plan for present and future care, and assess the financial resources available.

Seek professional guidance, including an el...

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.

🔑 For help, visit NancyCogar.com

🎙️ Listen to the Boomer Time wi...

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.

🔑 For help, visit NancyCogar.com

🎙️ Listen to the Boomer Time wi...

Here on the Boomer Time podcast, I've done interviews with individuals who are great in my eyes and are doing great things in their community and abroad. Daniel Grimes is no different, and I'm proud to call him my cousin. Daniel represents the Los Angeles-based organization Delivering Better Lives, a 501(c)3 non-profit comprised of executives who use their skills to make the world a better place.

Daniel is the CEO and chairman of ...

Unpaid caregivers have been called “the invisibles” but I don’t know how that can be. They are NOT invisible to me - because the numbers keep increasing. The latest numbers I have seen now report that 53 million adult Americans are now serving in some role as a unpaid caregiver of an older adult family member. That is a big chunk of our country’s population. That is 1 in 5 adults and committing an average of 18 hours of care per w...

Halloween is here. I don’t celebrate Halloween because I think life is scary enough on its own. That being said, I thought we would share some of those so-called horror stories when to legal issues – not to scare you necessarily – but more so that you can avoid the same or similar thing happening to you.

So I’m sharing true tales from the legal crypt and legal nightmares are definitely not a treat. I have left out the names and the...

We are going to be talking about a tough but important topic – hoarding.  You’ve seen those shows.  Maybe you can’t bear to watch them – it’s really difficult and people can get themselves in very complicated and dangerous situations.  But it’s more common that you might think.

Hoarding – the word is even tough and it's more of an issue that you might think.  Lots of us can simply accumulate too many things and when you’re older th...

I spent the afternoon with Producer Nea Paris to read some Reddit questions regarding Estate Planning and how I would address matters in the context of Tennessee law where I practice. Want to know my take on these questions? Then listen closely. We may go over a question you may have about all things Elder Law and Estate Planning.

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Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law...

In this episode, I discuss emergency preparedness for seniors in the wake of Hurricane Helene, and now with Milton emerging in Florida.

I want to make sure resources reach those in need, and mentioned in this episode is an emergency preparedness checklist of recommended items to check for when severe and catastrophic weather is in the forecast. This is in the event that you are without food and power.

1. One gallon of water per...

In this episode, I discuss what a GREY DIVORCE is, dating over 60, and things to consider if you're newly single and aging OR tying the knot for a second time. Let's talk prenups, estate planning and the one thing you should know about your Last Will and relationships. ------------------------------ About Nancy Nancy A. Cogar, Esq., is a Tennessee-based attorney, practicing estate planning, elder law, long-term care plann...