Senior Moments - Legal and Financial Advice for Seniors and those that Love Them

16 episodes - English - Latest episode: about 6 years ago - ★★★★★ - 1 rating

Protecting that which our clients treasure most.

Education Kids & Family senior moments elder law asset protection wills trusts financial legal
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Episodes

015 Senior Moments

April 21, 2018 16:59 - 49.3 MB

Trust Me! An episode that discusses different types of trust. The post 015 Senior Moments appeared first on .

Senior Moments 014

April 07, 2018 16:59 - 49.3 MB

Conservatorships The post Senior Moments 014 appeared first on .

013 Senior Moments

February 03, 2018 17:59 - 49.3 MB

This episode discusses housing options for seniors and ways to pay for them. The post 013 Senior Moments appeared first on .

012 Senior Moments

January 20, 2018 17:59 - 49.3 MB

Episode about Special Needs Trusts The post 012 Senior Moments appeared first on .

011 Senior Moments

December 23, 2017 17:59 - 49.3 MB

Review of the Trump Tax Cut Law The post 011 Senior Moments appeared first on .

010 Senior Moments

December 02, 2017 17:59 - 49.3 MB

Financial Powers of Attorney The post 010 Senior Moments appeared first on .

009 Senior Moments

November 18, 2017 17:59 - 49.3 MB

On this episode we discuss problems with trusts. The post 009 Senior Moments appeared first on .

008 Senior Moments

October 28, 2017 16:59 - 49.3 MB

Halloween Episode – Estate Planning Horror Stories The post 008 Senior Moments appeared first on .

007 Senior Moments

October 14, 2017 17:01 - 49.3 MB

In this Episode we discuss the importance of protecting certain original legal documents, and how to avoid will challenges. The post 007 Senior Moments appeared first on .

006 Senior Moments

September 30, 2017 16:59 - 49.3 MB

Veterans Aid & Attendance Benefits and Pet Trusts The post 006 Senior Moments appeared first on .

Senior Moments Episode 005

September 16, 2017 17:01 - 49.3 MB

In this episode we explore Family Retirement Preservation Trusts as a way of providing an inheritance for children and grandchildren. The post Senior Moments Episode 005 appeared first on .

004 Senior Moments

September 09, 2017 17:01 - 49.3 MB

In this episode we explain estate taxes and explore some ways that they can be minimized or avoided. The post 004 Senior Moments appeared first on .

In this episode I explore some of the threats to an inheritance that children and spouses face, and explore some of the protections that can be put in place with proper planning. The post 003 Senior Moments appeared first on .

002 – Senior Moments

August 26, 2017 17:01 - 52.7 MB

In this episode we examine healthcare documents and a solution for getting them to healthcare providers when they are needed most. The post 002 – Senior Moments appeared first on .

Senior Moments Episode 001

August 19, 2017 17:01 - 49.3 MB

In this episode I discuss some recent articles about Medicaid planning that were contained in the Clarion Ledger and New York Times. I explain exactly what Medicaid planning is and why it is crucially important to consider. I also discuss the importance of healthcare documents for children and grandchildren who may be off at college. The post Senior Moments Episode 001 appeared first on .

001-Senior Moments Podcast

July 31, 2017 15:01 - 43.8 MB

In this episode we examine the importance for seniors to consider planning their affairs for Medicaid qualification. The post 001-Senior Moments Podcast appeared first on .