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

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A podcast of legal and financial information for seniors and those that love them.

Ronald C. Morton


    • Apr 21, 2018 LATEST EPISODE
    • infrequent NEW EPISODES
    • 16 EPISODES


    Search for episodes from Senior Moments - Legal and Financial Advice for Seniors and those that Love Them with a specific topic:

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

    015 Senior Moments

    Play Episode Listen Later Apr 21, 2018


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

    Senior Moments 014

    Play Episode Listen Later Apr 7, 2018


    Conservatorships The post Senior Moments 014 appeared first on Morton Law Firm.

    013 Senior Moments

    Play Episode Listen Later Feb 3, 2018


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

    012 Senior Moments

    Play Episode Listen Later Jan 20, 2018


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

    011 Senior Moments

    Play Episode Listen Later Dec 23, 2017


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

    010 Senior Moments

    Play Episode Listen Later Dec 2, 2017


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

    009 Senior Moments

    Play Episode Listen Later Nov 18, 2017


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

    008 Senior Moments

    Play Episode Listen Later Oct 28, 2017


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

    007 Senior Moments

    Play Episode Listen Later Oct 14, 2017


    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 Morton Law Firm.

    006 Senior Moments

    Play Episode Listen Later Sep 30, 2017


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

    Senior Moments Episode 005

    Play Episode Listen Later Sep 16, 2017


    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 Morton Law Firm.

    004 Senior Moments

    Play Episode Listen Later Sep 9, 2017


    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 Morton Law Firm.

    003 Senior Moments

    Play Episode Listen Later Sep 2, 2017


    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 Morton Law Firm.

    002 – Senior Moments

    Play Episode Listen Later Aug 26, 2017


    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 Morton Law Firm.

    Senior Moments Episode 001

    Play Episode Listen Later Aug 19, 2017


    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 Morton Law Firm.

    001-Senior Moments Podcast

    Play Episode Listen Later Jul 31, 2017


    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 Morton Law Firm.

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