BoomerTime with Nancy Cogar

In this episode of BoomerTime with Nancy Cogar, I share a 10-Point Checklist of Laws and Rules That Can Prevent Someone From Inheriting an Estate—including statutory protections (like slayer statutes), lesser-known rules in specific jurisdictions, and some surprising applications. For each item, I explain what the law is, why it matters, and real-life implications or examples where available.

Also, this is available as a downloa...

Happy New Year! Boy, I'm looking forward to what's to come in 2026, and I've resolved to offer you more resources to help you get your affairs in order. Hey, it's Season 3 of the BoomerTime podcast and in this episode, I'm offering some New Year’s–style estate planning resolutions designed for individuals who either have no estate plan or have not updated their plan in many years. About Nancy:Nancy A. Cogar, Esq...

I've been thinking a lot lately about personal property. Not just the stuff that clutters our houses, but the potential wealth and legacy contained within our collections. For many of us, especially in the Baby Boomer generation, it’s time for a serious—and potentially fun—treasure hunt right in our own homes.

We need to be more mindful of what we’ve collected—its value, how that value can support us in our later years, or how w...

Business owners should absolutely prioritize estate planning. In this episode, I explain how a succession plan can help preserve your legacy.Episode Show Notes: https://nancycogar.com/estate-planning-for-business-owners/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 commi...

This episode is all about navigating senior living and quality of care, and I'm excited to have Kya Groves, owner of Front Porch Senior Advisors as our expert guest.

Kya is a seasoned advocate and expert in the senior-care field with over two decades of hands-on experience—Including Director of Business Development for in-home care, senior living and dementia support.

Kya assists seniors and their families navigate senior living,...

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.

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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 ...