Second Half of Life Podcast

When a minor child with special needs transitions to being a legal adult (age 18), there are several things that need to be kept in mind from a legal standpoint and done correctly so that individual does not lose out on any potential benefits that he/she may be otherwise entitled. In this video, a recording of a presentation done for a private group in March 2022, Attorney Landon Hodges discusses those legal concerns for families t...

Most people know Medicaid as a general healthcare program for people with limited income and assets. While it is this, the program also covers long-term care costs for people that qualify, and one may be surprised to learn that you don't need to be entirely broke with little or no assets to qualify. So, how does that happen? In this episode, Long-Term Care Planner Kristin Daugherty gives a brief and general overview, without go...

If you or a loved one suddenly or unexpectedly needs long-term care, it can be an overwhelming time with lots of questions. In this podcast episode, Long-Term Care Planner Kristin Daugherty answers some of those common initial questions that people have when faced with this situation, based on our firm's experience in working with such clients on a daily basis. 

Each individual's and family's situation differs, however, ...

Our clients trust us to give them sound legal advice with respect to planning for their second half of life. As a law firm, we strive to give all of our clients the best possible advice for their situation and goals, which can greatly vary depending on those two and other factors (how old they are, how's their health, etc.). But, we always make one recommendation to all of our clients regardless of their circumstances. In this ...

We get it! Having conversations with anyone - family or otherwise - about estate planning and what you want to have happen after you pass away isn't something anyone looks forward to. In fact, many people intentionally put off such conversations for one reason or another. But doing so can potentially cause a lot of hardship later on during what is likely already a difficult time after a loved one passes away. 

So, in this brief ...

In this recording of a virtual seminar originally presented on Jan. 27, 2022, Attorneys Julie Steinbacher and Megan Ingram-French teach you everything you need to know about trusts. Ever wondered if a trust might be the right estate planning tool for you? Then sit back and listen to this comprehensive presentation about trusts, how we generally use them at our law firm and why we set them up for our clients, who the key people are ...

In this episode, an excerpt from a virtual happy hour event in November 2021, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske talk all about trusts and wills, and provide some basic information about both. This includes what each are, what generally gets put into a trust and how it is funded, how certain assets get moved into a trust, assets that usually aren't able to be moved into a trust, who controls a trust,...

Transferring or selling property to family members (or non-relatives), or making future plans to do so, particularly real estate but not necessarily limited to that, is generally a major part of estate planning. Generally speaking, the main goal in doing so for many people is to pass such property to desired beneficiaries in the most tax-efficient (cheapest) way possible. What's the best way to do so? Well, it depends on your u...

In this brief episode, an excerpt from a virtual happy hour Q&A event held last month, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske summarize what happens if someone doesn't have a Power of Attorney, and they are unable to make their own financial or healthcare decisions. They also discuss who could serve as someone's POA if an individual doesn't have any close or trusted family members willing or ...

As people gather with their family and loved ones for the holidays, that can sometimes be a place where discussions about estate planning occur. In this brief episode, an excerpt from a virtual happy hour event held November 17, 2021, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske discuss why it is so important to have these types of discussions with your loved ones before a crisis hits.

For addition insight into th...

Is it time to sound the alarm on your family's financial safety? In the case of a fire, a well thought-out plan can make all the difference between a safe escape and tragedy. But did you know that fire drills can also be utilized to save your family's financial future? In this episode, we're joined by Brooks Stahlnecker, financial advisor and president of the Stahlnecker Group, an education and motivational speaking fir...

The U.S. House Ways and Means Committee released draft legislation on Sept. 13, 2021 that proposed a series of tax increases and tax cuts that could greatly affect certain parts of estate planning. In order to update our clients on the latest happenings within Congress, Attorney Julie Steinbacher recently conduced this virtual seminar to summarize these changes and how they could affect those that have already done at least some po...

In this episode, learn valuable tips and resources for coping with the devastating effects of dementia. This is an audio recording of a virtual seminar originally presented on September 29, 2021. in it, Attorney Jenna Franks, Long-Term Care Planner Kristin Daugherty and Specialized Care Planner Holly Reigh introduce a plethora of pointers to your most urgent questions and concerns about dementia. These include, but aren't limit...

If you or a loved one has been diagnosed with Alzheimer's or Dementia, you may be overwhelmed with this new reality and have questions pertaining to future care. Learn what action steps are necessary to avoid becoming paralyzed by this mind-erasing disease. In this episode, an audio recording of a virtual seminar originally presented in August 2021, Attorney Brittany Smith, Long-Term Care Planner Tammy Zilske and Specialized Ca...

Don't let financial frets frazzle your thoughts and prevent you from getting a restful night's sleep! If you are concerned about how you will make ends meet should you or a loved one need care in a nursing home or assisted living community, then it might be time to tackle the elephant in the room. Stop wasting time worrying and start putting a written plan into place! In this episode, an audio recording of a virtual seminar...

If you or a loved one has been diagnosed with Alzheimer’s or Dementia, you may be overwhelmed with this new reality and have questions pertaining to the future. Learn what action steps are necessary to avoid becoming paralyzed by this mind-erasing disease. It’s a race against time! In this episode, a recording of a virtual seminar originally presented on July 14, 2021, Attorney Jenna Franks, Long-Term Care Planner Kristin Daugherty...

The only things certain in life are death and taxes. End-of-life decisions are inevitable. Sooner or later, we all will be faced with this troublesome task. In this episode, a recording or a virtual seminar originally presented on July 8, 2021, Attorney Brittany Smith helps you discover how a comprehensive team approach to estate planning can make a difficult time much more manageable for your family, and allow you to have you say ...