Elder Law and Estate Planning with Melissa O'Connor

Understanding The Step-Up In Basis Rule -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Dementia Living Will Extension and Advance Directives for Medical Decisions -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Increased Financial Altruism May Indicate Cognitive Decline in Older Adults -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Asset Protection for Those Seeking to Build a Real Estate Portfolio -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Small businesses, even LLCs that just hold a rental property need to report under the Corporate Transparency Act that became effective Jan 1, 2024. -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Please consider participating in clinical trials to end Alzheimer's disease and other dementia. -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #memorycare #eldercare #healthcare #caregiving #dementia #alzheimers #elderlaw #elderlawattorney #floridalawyer

How to Intentionally Disinherit Someone -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Too much income for Medicaid Long-term care benefits? Here are your options. -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

It's Important to Fund Your Trust -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

When Is a Will Appropriate VS A Revocable Living Trust VS An Irrevocable Trust? -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

How Are Joint Accounts Treated by Medicaid when the Money Really Only Belongs to the Non-Applicant? -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Should You Undergo A Neuropsych Eval? -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Medicare open enrollment is upon us. Which kind of policy should you select? -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

When Is it Time for Assisted Care? -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

What to Do when Your Parent Refuses Help -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Blended Families Without Wills. Who Inherits in Florida? -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Working Together as Co-Trustee's with an Aging Parent -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

It's important to get your Financial Planner on board with your Medicaid plan. -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Importance of Knowing Whether Creditors Exist *Before* Opening a Probate Estate -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Three Different Types of Irrevocable Trusts Used in Medicaid Planning -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Gift Tax Exclusion and Other Ways to Avoid Taxes -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

Who Would Benefit from Medicaid Long Term Care Planning? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the podcast… and p.s. It would mean the world to me if you hit the subscribe button.

-- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the podcast… and p.s. It would mean the world to me if you hit the subscribe button.

Who Should You Contact when a Person Dies? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the podcast… and p.s. It would mean the world to me if you hit the subscribe button.

Can I Use a Suze Orman Kit for My Will or Trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the podcast… and p.s. It would mean the world to me if you hit the subscribe button.

What Benefits Are Senior Green Card Holders/Lawful Permanent Residents Entitled To? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the podcast… and p.s. It would mean the world to me if you hit the subscribe button.

Refusing to Give Up Control -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the podcast… and p.s. It would mean the world to me if you hit the subscribe button.

Prepaid burial contracts are a classic spend down method when planning for Medicaid because everyone is going to need a burial or cremation at their end of life, but if for this method to be used successfully you need to make sure your contract will not be counted as an asset by Medicaid. In this podcast, I'll walk you through what to look for. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Why Medicaid Divorce may be desired. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Ever wonder how to establish a guardianship in Florida? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Shopping for nursing homes/long term care facilities can be hard. When it is time to sign the admission agreement the terms can be confusing. Be on the look out for the arbitration provision in the contract and do not hesitate to seek the advise of an elder law attorney to help walk you through the contract and explain it to you in simple terms so you know your rights and obligations. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Is your spouse in need of nursing home care but you are going to stay living in your home? Do you wonder how you are going to afford nursing home care? In this podcast, I share a Medicaid Planning tool that may work for you. It involves purchasing an annuity for the well spouse - or community spouse who intends to stay in their home. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Everyone loves to be in control of their own life. Asking for help is not easy, and it's even harder to accept when you really don't think you need help. Issues arise when there is a disagreement whether now is the time for an aging parent to delegate some authority or control to an adult child. This conversation is rarely easy and there are many layers to address. In this podcast, we'll talk about his complex family matter. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Is a pooled trust a Medicaid strategy for you? There are many tools one can use to plan for a Medicaid application. such as a pooled trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

The emotional turmoil of divorce can be overwhelming or liberating depending on ones perspective. While it is commendable and responsible for families to do estate planning, there are some issues to be considered following divorce. In this podcast, I discuss some issues to address post divorce. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Have you heard of couples getting divorced to qualify for Medicaid? Crazy, right? There is another option - it's called Spousal Refusal. In this podcast, I explain how it works. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

A simple estate plan is not necessariliy a bad thing, but is your will or trust forward thinking enough? In this podcast, I talk about why you may want to include a testamentary supplement needs trust provision - just to be sure your beneficiaries are protected. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Have you ever wondered if an irrevocable trust for Medicaid planning is something that you should explore? In this podcast, I discuss why would such a trust might be appropriate and how such a trust works generally. If you want to learn more feel free to reach out for a strategy session. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Have you ever wondered how to disinherit your spouse? You may be surprised it's a common inquiry. We'll tackle this issue in this podcast. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Is the nursing home taking all of your relatives money? The answer may surprise you - and you may want to explore if there are alternatives to cash paying for care. Contact an Elder Law Attorney if you want to evaluate your options and make an informed decision. I offer no cost 30 minute strategy sessions should this be a conversation you'd like to have. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

It is a common problem that many people how require long term care have too much income to qualify for Medicaid. Many time however their "excess income" is not so great as to mean that they are living in the lap of luxury and would not benefit from Medicaid benefits. If you or someone you love has too much income to qualify for Medicaid, but really would benefit from Medicaid coverage, this podcast is for you. Feel free to schedule a free 30 minute strategy session if you'd like to learn more about whether this is an option for you. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Are you afraid that receiving Medicaid will result in poor care for you or your loved one? Let's discuss this common misconception. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

One of the most important documents in your estate plan is your Durable Power of Attorney. This is not a document that you want to DIY. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Are you concerned about losing your family home to a Medicaid lien when you pass away? Let's talk about this common concern. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Time and time again people ask, does my house count as an asset for Medicaid purposes? Another common question, what happens to my Medicaid should I sell my house? Today's podcast addresses these concerns. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

What Is the Medicaid Look Back Period and How Is it Calculated? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Money shame can really hold you back without you even realizing it. We'll discuss how I help clients identify money shame and encourage them to use their legacy plans to put those queasy and anxious feelings in check. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Did you know you can own a rental property and still qualify for Medicaid? You can, and making such an investment may be just the right spend down plan for you if you anticipate needing to apply for Medicaid for your long term care needs. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

My Dad Passed Away. Can I Get a Power of Attorney for Him? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Can you get away with a summary administration of your probate estate? Is there any benefits to a summary proceeding? What the heck is a summary probate? Today we discuss the alternative to formal probate administration in Florida. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Timelines... They can trip you up, especially when you are mourning. Today Melissa discusses timelines a Personal Representative should keep in mind during a probate proceeding. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.