Podcasts about elder law

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Best podcasts about elder law

Show all podcasts related to elder law

Latest podcast episodes about elder law

Talk Law Radio Podcast
Elder Law and Retirement Symposium Preview with Tim Allen & Rick Hood (5-20-23 Best-of)

Talk Law Radio Podcast

Play Episode Listen Later May 17, 2025 51:19


Today's show is a preview of an upcoming seminar. In celebration of older Americans month, Talk Law radio is hosting an Elder Law and Retirement symposium on Wednesday May 24th at 6pm at the Education Service Center located at 1314 Hines in San Antonio. This free seminar will include speakers Todd Marquardt of Marquardt law firm, Tim Allen from AHIA and Rick Hood also of AHIA. They will be discussing health, finance and legal issues facing older Americans today. This is a free event but we ask that you RSVP today by calling 210-530-4278. Don’t miss the Elder Law and Retirement Symposium Wednesday May 24th at 6pm. Remember our sponsor Financial Planning HQ. Are you looking for true financial planning to help you make the best decisions about your money? Instead of trying to sell you overly complicated financial products, Financial Planning HQ focuses on creating comprehensive strategies that give you and your family the highest probability of achieving your goals. For a complimentary consultation with Joseph at Financial Planning HQ, call (210) 748-6699. That’s (210) 748-6699... With a plan, yes you can. Join Todd Marquardt every week for exciting law talk on Talk Law Radio! The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation.See omnystudio.com/listener for privacy information.

The Lawyer Stories Podcast
Ep 224 | Samah “Sam” Abukhodeir | Florida Probate & Family Law Firm Dedicated to Serving Clients Throughout Florida

The Lawyer Stories Podcast

Play Episode Listen Later May 16, 2025 47:06


The Lawyer Stories Podcast Episode 224 features Samah “Sam” Abukhodeir, Founder and Managing Partner at The Florida Probate and Family Law Firm.  Sam shares her story of patience and perseverance and how she grew her law firm to 12 attorneys and 30 plus employees across nine offices.  The firm is dedicated to serving clients throughout Florida in the areas of probate, guardianship, estate planning, elder law, and family law.  We first shared Sam's story with the Lawyer Stories Community in October of 2020.  Sam is also a Founding Member of Lawyer Stories Connect!

Elder Law Growth Podcast
Ep. 12: Building a Powerhouse Elder Law Firm in Central FL, With Geoff Hoatson

Elder Law Growth Podcast

Play Episode Listen Later May 13, 2025 24:48


In this episode of Elder Law Growth, Jim talks with Geoff Hoatson of Family First Firm about how personal experience led him to elder law, how he built a team rooted in clear core behaviors, and how he's using AI and strong leadership to scale. Geoff shares what's working in his marketing (hello, 700+ Google reviews), how he's re-entering the workshop game, and why client experience is at the center of everything his firm does.

Authentic Business Adventures Podcast
Navigating the Dementia Journey

Authentic Business Adventures Podcast

Play Episode Listen Later May 9, 2025


Hannah Klassy - Dementia Dimensions On a Knowing What is Good For You: "What is good for your heart is also what's good for your brain." What is dementia?  Do you know someone with dementia?  How can you help someone with dementia? These are some of the questions that people often ask when confronted with a loved one, parent or sibling that may be having a hard time.  These are the questions that Hannah Klassy can help you answer. Hannah Klassy started Dementia Dimensions to help people navigate the confusing world of dementia, helping her clients help their loved ones to stay sharper, longer. Hannah shares her journey from working as a speech-language pathologist in memory care facilities to founding her own business dedicated to helping individuals with dementia and their caregivers. Together, they break down common misconceptions about dementia, discuss the different stages and types, and highlight the emotional challenges faced by both patients and families. Hannah stresses the importance of early planning, maintaining independence, and building a strong support team—while also sharing practical advice on brain health and daily living strategies. If you or someone you love is affected by dementia, or if you're simply curious about how one business is making a difference in the world of elder care, you won't want to miss this insightful and compassionate conversation with Hannah Hammond of Dementia Dimensions. Listen as Hannah shares some insights she has gained so that you are prepared when you find others, or maybe even yourself, heading towards a life with dementia. Enjoy! Visit Hannah at: https://www.dementiadimensions.org/     Podcast Overview: 00:00 Understanding Alzheimer's and Dementia Progression 04:26 Understanding Alzheimer's and Dementia Types 07:20 Complexities of Daily Hygiene Tasks 10:50 Respecting Wishes in Cognitive Decline 14:05 Health Care Communication Challenges 18:56 Heart-Healthy Lifestyle Boosts Brain Health 19:52 Diet, Brain Stimulation, and Sleep 24:00 Networking for Caregiver Business Growth 27:48 Supporting Dementia Communities Together 29:40 Brain Scans for Alzheimer's Diagnosis 34:45 "Importance of Seeking Support" 36:25 In-Home Care Challenges and Solutions 41:36 Speech Therapy and Business Growth 44:28 Building Trust Through Familiarity 45:42 Free Home Safety Consultations 48:56 Elder Law and Financial Planning Podcast Transcription: Hannah Klassy [00:00:00]: Cognitive activities. So just stimulating your brain, turning it on. I I you know, people are like, well, what can be good for my brain? If if your brain's feeling challenged or, say, even learning a new recipe, learning new things, as long as your brain is getting turned on and you're thinking, that's good for you. James Kademan [00:00:19]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast podcast link found at drawincustomers.com. We are locally underwritten by the Bank of Sun Prairie. And today, we're welcoming slash preparing to learn from Hannah Klassy of Dementia Dimensions. So, Hannah, let's, start with what is Dementia Dimensions. Hannah Klassy [00:00:45]: Sure. Thanks for having me. James Kademan [00:00:46]: Yeah. Thanks for being on the show. Hannah Klassy [00:00:48]: Yeah. Yeah. So I am sole owner and founder of Dementia Dimensions. It really is where I help, people navigate the challenges through dementia and dementia care. That could be those living with dementia, families, caregivers. That's kind of the simple version of it. James Kademan [00:01:05]: Alright. Hannah Klassy [00:01:06]: There's a lot to Dementia, dementia care, especially if you receive a diagnosis. And so because there are so many challenges in just the navigation of it,

Hilary Topper On Air
Do You Need Comfortable Goggles for Swimming?

Hilary Topper On Air

Play Episode Listen Later May 2, 2025 26:26


In today's podcast, I interview Casey Arendt, the marketing genius behind Snake and Pig, a company that's changing the game with its super-comfortable goggles and other swim products. During the show, I asked Casey the following questions: Can you tell me more about yourself and Snake & Pig? Where did Snake & Pig (the name) come from? One of the standout features of your goggles is the air-cushion gasket design. Can you tell us more about how it works and why it's such a game-changer for swimmers? You offer multiple styles of goggles, like the Basilisk and Junior Basilisk. Can you walk us through the different options available and who they are best suited for? Your goggles come with features like adjustable nose pieces and options for smaller faces. How important is it for swimmers to have a customized fit, and how do your products cater to that? Beyond goggles, do Snake and Pig offer other swim-related accessories or products beyond goggles? If so, which ones are must-haves for swimmers? When it comes to your target audience, who are you designing these goggles for? Is it mainly triathletes and competitive swimmers, or do you also cater to everyday recreational swimmers? Discount Code: If you're ready to upgrade your swim gear, check out Snake and Pig at snakeandpig.com. Plus, get 10% off on goggles by going to Snakeandpig.com and using Hilary10 at checkout. Show Sponsors: Special thanks to our podcast sponsors: The Russo Law Group, Long Island Signature Estate Planning, Elder Law, and Special Needs Law firm. For more information, visit HTTP://www.VJRussoLaw.com and PlayTri, which includes everything related to Swimming, Biking, and Running. For more information, go to www.PlayTri.com/store, or if you want to learn about franchising opportunities, go to www.playtri.com. Don't forget to subscribe to Hilary Topper on Air for more great conversations like this one. Thanks for tuning in, and see you next time!

THE VALLEY CURRENT®️ COMPUTERLAW GROUP LLP
The Valley Current®: Who are the Medicaid Millionaires?

THE VALLEY CURRENT®️ COMPUTERLAW GROUP LLP

Play Episode Listen Later Apr 30, 2025 18:02


In this episode of The Valley Current®, host Jack Russo chats with attorney Maxwell McGhee to unpack this provocative question: Who are the “Medicaid Millionaires”? They dive into how wealthy individuals legally shield assets to qualify for government benefits meant for the needy—using savvy trusts, real estate loopholes, and strategic planning. Jack and Maxwell challenge the morality and legality of these tactics, exploring how the system gets gamed and what reforms could level the playing field. It's a sharp, eye-opening conversation about law, ethics, and the surprising ways wealth and welfare can intersect.   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

In Legal Terms
In Legal Terms: Elder Law 2025

In Legal Terms

Play Episode Listen Later Apr 29, 2025 47:00


We hope to grow older and be treated with respect as we age. Legal issues associated with the elderly fall under “Elder Law”. Our guest, Richard Courtney will answer our questions about this aspect of the law. Our guest has quite a lot of information on his website: elderlawms.com. You can watch a video and read information. You can also request a free planning guide for assisting special needs children and adults with finances and rights.What do Elders fear? Change, Conflict, Loss of ControlWe grateful for the past times Richard Courtney has been a guest on our show to discuss wills, estates, elder law, disability law, Medicaid. Find our past podcasts.Did you know Thursday is a “legal” holiday? May 1st is National Law Day. When declaring Law Day, President Eisenhower is quoted as saying, “If civilization is to survive, it must choose the rule of law.” Show some support and care for the freedom and civility that is provided under the rule of law by celebrating Law Day! So congratulations to those who celebrate, please do so responsibly.I'll have a link to the American Bar Association's page that shows some of their events.MPB and NPR have a special broadcast tomorrow night. Wednesday, April 30th at 7pm central. NPR will mark the 100th day of the Trump Adm8inisrtation with a Special Report hosted by Michel Martin. The 2 hour live special will look at what the Administration has accomplished, what has changed and what might be next. Hosted on Acast. See acast.com/privacy for more information.

My Hometown
Elder Law

My Hometown

Play Episode Listen Later Apr 17, 2025 27:54


Bill Horan and Stacy Raine shine a spotlight on elder care and the legal professionals who help families navigate the challenges of aging with dignity. From estate planning to long-term care options, we'll hear from one local expert to better explain what it is that they do and how they might be able to help you!  They speak with Lisa R. Valente, a partner at Makofsky Valente Law Group, P.C., with offices locally in Garden City.

The Tim Jones and Chris Arps Show
H2: Getting tazed with Todd Sivia of SiviaLaw.com 04.16.2025

The Tim Jones and Chris Arps Show

Play Episode Listen Later Apr 16, 2025 41:38


THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 The Speaker's Stump Speech is brought to you by https://www.hansenstree.com/ and features 20:24 SEG 2 Attorney Todd Sivia | in studio | TOPIC: Marjorie Taylor Greene townhall protestors tasered https://www.sivialaw.com/ Call 833-995-WILL 33:31 SEG 3 Todd Sivia continued. He can assist with all your legal needs in areas of Estate Planning, Elder Law, Special Needs, Real Estate, Personal Injury, Business, and Online Forms https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

NewsTalk STL
H2: Getting tazed with Todd Sivia of SiviaLaw.com 04.16.2025

NewsTalk STL

Play Episode Listen Later Apr 16, 2025 41:38


THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 The Speaker's Stump Speech is brought to you by https://www.hansenstree.com/ and features 20:24 SEG 2 Attorney Todd Sivia | in studio | TOPIC: Marjorie Taylor Greene townhall protestors tasered https://www.sivialaw.com/ Call 833-995-WILL 33:31 SEG 3 Todd Sivia continued. He can assist with all your legal needs in areas of Estate Planning, Elder Law, Special Needs, Real Estate, Personal Injury, Business, and Online Forms https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

Elder Law Growth Podcast
Ep. 11: Keep the Momentum: How to Prep Your Firm for a Strong Summer in 2025

Elder Law Growth Podcast

Play Episode Listen Later Apr 15, 2025 16:00


In this post-Summit episode, Jim shares timely strategies to help you keep your firm's momentum strong through summer and beyond. This episode tackles a common issue many firms face after successful marketing: what to do next. Jim dives into how to transform leads into consultations by empowering your team to follow up with energy, excitement, and clarity. He also walks through summer-specific strategies to avoid the seasonal slowdown. From scheduling workshops and webinars in advance, to recording FAQ-style videos now to use during quieter months, he gives practical ideas that keep your pipeline full—even when the office is half-staffed. Plus, he shares tips on creating or reviving lead magnets, refreshing your CRM automations, and batching social media content so your marketing never sleeps—even if you do.If you want to finish 2025 strong, this episode is your roadmap. **BAMBIZ RESOURCES**

The Big 550 KTRS
Rudy Beck with Beck Elder Law: McGraw Show 3-27-25

The Big 550 KTRS

Play Episode Listen Later Mar 27, 2025 7:04


Rudy Beck with Beck Elder Law: McGraw Show 3-27-25 by

beck elder law mcgraw show
The Big 550 KTRS
Rudy Beck with Beck Elder Law Firm: McGraw Show 3-13-25

The Big 550 KTRS

Play Episode Listen Later Mar 13, 2025 7:06


Rudy Beck with Beck Elder Law Firm: McGraw Show 3-13-25 by

Ditch the Suits - Financial, Investment, & Retirement Planning
Finding a Good Estate Attorney - EP. 158

Ditch the Suits - Financial, Investment, & Retirement Planning

Play Episode Listen Later Mar 11, 2025 42:57 Transcription Available


Today, we're diving headfirst into the nitty-gritty of estate planning with our special guest, Kristen Luce, Partner at Coughlin and Gerhart, LLP, who knows this stuff like the back of her hand. Our episode kicks off with a casual banter that sets the tone for a relaxed yet informative discussion. Kristen shares her journey and passion for helping clients navigate the often murky waters of estate planning. Together we discuss how many people feel overwhelmed and hesitant to start their estate planning because, let's face it, nobody wants to think about their mortality. But Kristen reassures us that it's all about getting organized and taking proactive steps. We touch on the importance of having a good team in your corner—fee-only financial planners and attorneys who actually communicate and work together.Together, we unravel the mystery of why having a solid estate plan is essential, especially when life throws curveballs your way. We tackle the common misconceptions that make people hesitant to seek professional help and why you should throw your trust into the hands of someone who knows what they're doing (spoiler alert: it's not always the first Google result). Kristen explains how you should navigate the legal labyrinth of financial planning, ensuring you don't end up in a pickle when it counts the most.Takeaways:Ditch the Suits podcast is all about sharing financial insights that the industry prefers to keep hush-hush, helping listeners navigate their money matters like seasoned pros. The transition to Patreon is a game-changer, making past episodes accessible and ensuring you never miss out on new content, so hop on board! Estate planning isn't a one-size-fits-all process; it's crucial to work with an attorney who gets your unique situation and crafts a plan that truly reflects your wishes. Clients often struggle to get organized for estate planning, but with a solid questionnaire and guidance, the process can be smoother and less daunting than you think! Understanding the legal side of financial planning is essential, especially during tough times, as it helps to ensure your family's stability and peace of mind in the future. Communication is key in estate planning; a good attorney listens to what's important to you and explains things in plain English, avoiding the dreaded legalese. ________________________________________Ms. Luce joined Coughlin & Gerhart, LLP in 2007 and is a partner with the firm. She is chair of the firm's Trusts & Estates Practice Group. Ms. Luce's practice is concentrated in the areas of Estate Planning, Trust & Estate Administration, Guardianships, Adoptions, Litigated Estate Matters, and Real Estate. She practices in the firm's main office, as well as the Owego branch office. She has been selected as a Rising Star among New York lawyers for Estate Planning from 2013 – 2018 by Upstate New York Super Lawyers magazine. In 2017 Ms. Luce was named in the 24th Edition of the Best Lawyers in America® in the practice area of Trust & Estates. Ms. Luce has been given this award every year since 2017 (for the Best Lawyers in America© for Trust & Estates).Ms. Luce is a current member of the Broome County and New York State Bar Associations. She is a member of the New York Bar Association's Elder Law and Special Needs Section. Ms. Luce previously served on the Board of Directors to the local American Automobile Association (AAA) Club. She is a past Co-Chair of the Broome County Bar Association's Young Lawyers Committee. She served on the Board

Mind Yo' Business's podcast
Mind Yo' Business S8:E2 - The Business of Protecting Family, Wealth, and Long-Term Security In An Ever Changing Environment

Mind Yo' Business's podcast

Play Episode Listen Later Feb 28, 2025 71:53


The Ruoff Mortgage Podcast Studio was so grateful to have the incredibly hardworking and very talented Lance Like join us for an important discussion regarding the world of wills, trust, family responsibility, and even legal protection of assets.  Lance shares what it was like to live in a small town, where farming was the ideal profession and how that changed over time to lead him into law school.   Lance shares the how and why he got into this side of family law after realizing that hundreds of millions of dollars get acquired by the States annually because families refuse to plan accordingly.   Lance shares both serious and humorous examples of what can and most likely will happen if you're not prepared.  He also helps us dive into whether Daniel Lambert was truly organized for when he passed and whether a better written will or trust should have been drafted.  With great anecdotes and a true heart to help people "protect the ones that they love and the assets they have," you will not want to miss this episode.   Like Law Group     Podcast Studio Sponsor Podcast Sponsor   Podcast Sponsor Podcast Sponsor   Episode 1-6 Sponsor  

The Elle Russ Show
Episode #184: Glenn Kantor & Andrew Kantor

The Elle Russ Show

Play Episode Listen Later Feb 25, 2025 63:21


Elle Russ chats with Glenn & Andrew Kantor, Attorneys at law. Glenn Kantor is the founding partner of Kantor & Kantor LLP. As a young attorney, Glenn saw the injustice of wrongful insurance denials . He set out to represent individuals seeking to obtain their rightful benefits. Glenn is committed to ensuring that clients receive the benefits they are entitled to under their insurance policies, group health plans, and the law.In the past 30 years, Glenn has represented thousands of individuals suffering from a wide range of medical conditions including: Multiple Sclerosis, Lupus, Crohn's Disease, HIV/AIDS, Parkinson's Disease, Alzheimer's Disease, Spine and back injuries, Cardiac disease, Depression, Drug and alcohol addiction. Glenn also represents family members to obtain wrongfully withheld life insurance benefits in situations regarding DUI deaths, domestic partnerships, failure to disclose, and improper enrollment. He works with elderly clients to help them obtain long term care benefits that they are entitled to under their long term care insurance policies. Andrew is a partner at Kantor & Kantor LLP. Andrew Kantor grew up watching client advocacy and passionate representation. His parents are Glenn and Lisa Kantor, the founding partners of Kantor & Kantor LLP. While many children would gravitate away from being an attorney in response to such an upbringing, Andrew knew there was no other path for him. Upon graduating from college, Andrew worked at Kantor & Kantor as an intake director. While in law school, he worked as a legal extern for Consumer Watchdog, a public consumer organization specializing in consumer-side insurance issues. Andrew has recently been named as a member of the Community Advisory Council at the Solve ME/CFS Initiative. Andrew also serves on the Board of The Elder Law and Disability Rights Center. In addition, his efforts have been recognized by Super Lawyers, being named a Rising Star in Southern California for the last six years in a row. For more information visit www.kantorlaw.net   SELECTED LINKS: https://www.elleruss.com/ https://www.kantorlaw.net/

Elder Law Growth Podcast
Ep. 10: Stop Wasting Money on Marketing! Jim Blake's Proven Formula for Law Firm Success (2024 Summit Recap)

Elder Law Growth Podcast

Play Episode Listen Later Feb 24, 2025 26:21


In this special episode of Elder Law Growth, we're bringing you an exclusive recording from the 2024 Estate Planning & Elder Law Marketing Summit to get you ready for this year's event. In this session, Jim dives into how attorneys can stop wasting time and money on ineffective marketing, refine their lead generation strategies, and build a firm that runs smoothly and profitably. He covers the power of paid advertising, the importance of an effective website and SEO, and how online reviews, social media, and YouTube can build credibility and attract the right clients. Jim also breaks down how to leverage email marketing to stay top-of-mind with potential clients and how workshops, seminars, and webinars can generate consistent, high-quality leads.The 2025 Estate Planning & Elder Law Marketing Summit is officially sold out, but you can join the waitlist at estateandelderlawsummit.com in case a spot opens up. Don't miss out!**BAMBIZ RESOURCES**

Expedition Retirement
Do We Need to Buckle Up For a Rough Year in the Market? | Could You Use AI to Get an Edge on Investing? | Vanguard With a Major Announcement on Fees | Could You Really Get 1.5 million in Social Security?

Expedition Retirement

Play Episode Listen Later Feb 15, 2025 59:03


Golden Reserve Founder Greg Aler and Retirement Planner Phil Huff discuss markets, risk, AI, investment fees, and the real story behind your Social Security benefit. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Elder Law Growth Podcast
Ep. 9: Eliminate Time-Wasting Intake Processes in Your Law Firm with Wouter IJgosse

Elder Law Growth Podcast

Play Episode Listen Later Feb 11, 2025 19:35


In this episode of Elder Law Growth, Jim is joined by Wouter IJgosse, the founder of DecisionVault, to discuss one of the biggest time-wasters in estate planning and elder law firms—inefficient intake processes. They explore how law firms can streamline client intake, eliminate administrative headaches, and create a better experience for both clients and staff.

The Big 550 KTRS
Rudy Beck with Beck Elder Law: McGraw Show 1 - 30 - 25

The Big 550 KTRS

Play Episode Listen Later Jan 30, 2025 8:10


Rudy Beck with Beck Elder Law: McGraw Show 1 - 30 - 25 by

beck elder law mcgraw show
Lawyers Weekly Podcast Network
The Boutique Lawyer Show: The need for collaboration in elder law matters

Lawyers Weekly Podcast Network

Play Episode Listen Later Jan 30, 2025 20:13


In the face of myriad forms of elder abuse and against the backdrop of an ageing population, interprofessional collaboration on legal matters will be paramount moving forward. In this episode of The Boutique Lawyer Show, host Jerome Doraisamy welcomes back M De Mestre Lawyers founder and principal Mary-Ann de Mestre to discuss the state of affairs in elder law, the various forms of abuse that elder persons may suffer, the urgent need to address such matters, and why broader education for lawyers and non-lawyers is required. De Mestre also fleshes out the impact that such work can have on lawyers, the practical steps that must be taken by practitioners (including upskilling and specialising), whether elder law will soon be seen as a standalone niche practice area, the need to liaise and engage with myriad stakeholders, and what good collaboration will look like in the future. If you like this episode, show your support by  rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, Twitter and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email editor@lawyersweekly.com.au for more insights!

Grow Your Business and Grow Your Wealth
Episode 243: Certified Elder Law Insights: Asset Protection & Planning

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Jan 15, 2025 37:02


Are you prepared to navigate the complexities of elder law and estate planning? Discover essential insights that could save your family from costly mistakes. Summary In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Richard Miller, a highly respected Certified Elder Law Attorney. Richard dives into the critical aspects of elder law, including asset protection, Medicaid planning, and probate litigation. He shares practical advice, real-life stories, and strategies to help families make informed decisions while preserving dignity and financial stability. 5 Key Takeaways → Planning ahead ensures your assets are used to support you and your spouse with dignity and autonomy. → Understand the difference between probate and non-probate assets to avoid unexpected pitfalls. → Beneficiary designations are crucial; they often determine where assets go, regardless of a will's intentions. → Trusts, both revocable and irrevocable, play significant roles in asset protection and estate planning. → Complex family dynamics, like second marriages or estranged family members, require thorough estate planning to avoid disputes. 2 Quotes from Richard Miller "Planning isn't just about money; it's about dignity, autonomy, and making choices that matter in the final years of life." "The biggest mistake people make in estate planning is overlooking beneficiary designations—they can make or break your entire plan." How to Reach Richard Miller Richard Miller is the Chair of the Elder Law Department at Mandelbaum Barrett. Licensed in New Jersey, New York, and Colorado, he offers nationwide elder law and estate planning services. Email: RMiller@MBLawFirm.com Phone: 973-243-7916 Learn more about your ad choices. Visit megaphone.fm/adchoices

The Big 550 KTRS
Rudy Beck with Beck Elder Law: McGraw Show 12 - 12 - 24

The Big 550 KTRS

Play Episode Listen Later Jan 3, 2025 5:42


Rudy Beck with Beck Elder Law: McGraw Show 12 - 12 - 24 by

beck elder law mcgraw show
Elder Law Growth Podcast
Ep. 8: Future-Proofing Your Firm in 2025!

Elder Law Growth Podcast

Play Episode Listen Later Dec 17, 2024 16:47


Are you an attorney looking to not just survive, but thrive in today's ever-evolving legal landscape? In this episode of the Elder Law Growth Podcast, Jim dives into the core elements that will set your firm up for long-term success. We explore three key areas: Client-Focused Marketing Leveraging Technology Building a Strong Firm Culture This episode is packed with practical advice you can implement immediately. Remember, building a future-proof practice is an ongoing journey, not a destination. For a deeper dive, grab Future Focus Growth on Amazon. **BAMBIZ RESOURCES**

Hilary Topper On Air
The Role of a Guardian in Medicaid Planning

Hilary Topper On Air

Play Episode Listen Later Dec 13, 2024 33:59


Guardians are critical in navigating Medicaid eligibility, overcoming common challenges in court, and implementing effective planning strategies for incapacitated individuals. Today, a special guest is joining us, Eric J. Einhart, Esq., Partner at The Russo Law Group. Here are the questions I asked regarding Guardians and Medicaid Can you explain the role of a guardian in Medicaid planning for an incapacitated person and how it differs from traditional Medicaid planning? What are the primary challenges guardians face when navigating Medicaid eligibility rules, especially concerning the assets and income of the incapacitated individual? What are the key steps a guardian must follow to obtain court approval for Medicaid planning within a guardianship proceeding, and how long does the process usually take? Could you describe some common roadblocks guardians encounter when implementing Medicaid planning strategies, and how these obstacles can be addressed or overcome in court? Are there any specific Medicaid planning tools or techniques that are particularly effective in a guardianship context, and how can these be applied with the necessary court approval? How do the responsibilities and duties of a guardian impact the Medicaid planning process, and what should guardians keep in mind when making decisions on behalf of the incapacitated person? In your experience, what are some common misconceptions or misunderstandings about Medicaid planning within guardianship that you often encounter? What role does the court play in overseeing Medicaid planning within guardianship proceedings, and how can guardians ensure they are compliant with all legal requirements? Can you provide examples of successful Medicaid planning strategies used in guardianship cases that have effectively addressed complex eligibility issues? What advice would you offer to guardians who are just beginning to navigate the Medicaid planning process for an incapacitated person, and what resources might be helpful in this journey.   Sponsors Thanks to our sponsors for making this show possible. The Russo Law Group, P.C. - Long Island's Signature Estate Planning, Elder Law and Special Needs law firm, PlayTri - Swim, Bike Run! – a retail and online bike shop and multisport specialist, Medi-Dyne -  injury prevention and pain relief products and Vimazi- pace tuned running shoes. And last but not least, I'd like to thank our listeners for tuning in. If you want more information on the show, visit our new website, hilarytopper.com or find us on Spotify, iTunes or Google Play. Have a great week and we'll see you next time…

The Fifth Court - Ireland's legal podcast
E99 The Fifth Court - Mick Clifford, author of 'Who Killed Una Lynskey', a complex and unsolved murder from the 1970s

The Fifth Court - Ireland's legal podcast

Play Episode Listen Later Dec 11, 2024 44:21


E99 The Fifth Court.Mark Tottenham and Peter Leonard talk to Mick Clifford, author of the best-selling true-crime book, 'Who killed Una Lynskey?'This is the true story of murder and vengeance, a shattered community and a miscarriage of justice that echoes down the decades.In October 1971 nineteen-year-old Una Lynskey vanished near her home in Co. Meath. In the weeks that followed, and on flimsy grounds, Gardaì identify three young local men as suspects. Within days of her body being found, one of the three young men is beaten to death by members of Una's family. The entire sequence of events is a tragedy in a quiet rural community - the wrong men jailed, no one ever facing justice - and becomes one of the most notorious failures in Irish policing and judicial history.Mick is Special Correspondent for the Irish Examiner newspaper and has worked in print and broadcast journalism for over twenty years. He is the author of three non-fiction books, including A Force for Justice: The Maurice McCabe Story, and two crime novels.We are extremely grateful to our sponsors for this episode, Parte and Associates, solicitors, of Baggot Street, Dublin 4, specialists in Elder Law and Mental Health Law Hosted on Acast. See acast.com/privacy for more information.

Hilary Topper On Air
Southern Author Talks About Her Experience in the Jim Crow Era

Hilary Topper On Air

Play Episode Listen Later Dec 6, 2024 26:27


Listen in as I talk with Stacia Moffett, the acclaimed author of the "Lost and Found in Tennessee" series.  Stacia's novels, including “The Missing Girl” and “Jessa is Back,” offer a compelling exploration of the South's complex history, cultural dynamics, and enduring legacies. Born and raised on a small farm near Nashville, Stacia's experiences growing up in the Jim Crow South deeply influenced her writing and her perspectives on racial and social justice. Here are the questions I asked Stacia: Reflecting on your childhood near Nashville on a small farm, how did rural life and your father's artistic spirit influence your worldview and writing? ·      How did the Jim Crow era shape your understanding of the South's cultural and racial dynamics, both personally and in your writing? ·      How did witnessing segregation and white supremacy inspire the "Lost and Found in Tennessee" series? ·      Why is it important to address racial and social justice in literature today? ·      What message would you give to those who may not recognize ongoing racial injustices? Before we move on, I am so appreciative of our sponsors and must thank them. Please support our sponsors and tell them you heard about them on Hilary Topper on Air. Special thanks to the Russo Law Group, P.C. - Long Island's Signature Estate Planning, Elder Law and Special Needs law firm, PlayTri - Swim, Bike Run! – a retail and online bike shop and multisport specialist, Medi-Dyne -  injury prevention and pain relief products and Vimazi- pace tuned running shoes. ·      Stacia, back to you. What are your thoughts on the rise of book bans, particularly those targeting race and identity? ·      Do you believe diverse narratives should remain accessible for all readers? Why or why not? ·      For readers unfamiliar with "The Missing Girl" and "Jessa is Back," can you set the stage and explain how the two books are connected? ·      Why is the friendship between the girls central to the story, and how does it reflect themes like resilience, loyalty, and social dynamics? ·      Can you talk about your vineyard in Washington and how it connects to your love of nature? ·      And finally, Stacia, how can our listeners get in touch with you or learn more about your books? Thank you, Stacia, for being on the show! I'd also like to thank our sponsors once more. The Russo Law Group, P.C. - Long Island's Signature Estate Planning, Elder Law and Special Needs law firm, PlayTri - Swim, Bike Run! – a retail and online bike shop and multisport specialist, Medi-Dyne -  injury prevention and pain relief products and Vimazi- pace tuned running shoes. And last but not least, I'd like to thank our listeners for tuning in. If you want more information on the show, visit our new website, hilarytopper.com or find us on Spotify, iTunes or Google Play. Have a great week and we'll see you next time… ###

The Fifth Court - Ireland's legal podcast
E98 The Fifth Court - Nelofer Pazira, recently completed work on final book of her late husband, journalist, Robert Fisk

The Fifth Court - Ireland's legal podcast

Play Episode Listen Later Dec 3, 2024 55:47


Episode 98 of The Fifth Court podcast was recorded LIVE at the Allingham Festival in Donegal, on Friday 8 November 2024.Mark Tottenham BL and Peter Leonard BL chatted to the amazing Nelofer Pazira, whose life story is quite extraordinary. She has also has recently completed work on the final book of her late husband, the renowned journalist, Robert Fisk.Nelofer Pazira is a remarkable storyteller, journalist, filmmaker, and humanitarian. Born in Afghanistan, Nelofer's life journey has been one of resilience, creativity, and a relentless pursuit of truth. She may be best known for her critically acclaimed film, "Kandahar", which offered a rare, poignant look into the lives of Afghan women under Taliban rule. Her work combines powerful storytelling with deep cultural insights, bringing voices from the margins to the forefront.As a journalist, Nelofer has been a beacon of truth, using her platform to highlight stories of war, displacement, and the human spirit's resilience. Her writings and speeches continue to inspire action and awareness on global humanitarian issues. Her book, "A Bed of Red Flowers: In Search of My Afghanistan", is a deeply personal memoir that sheds light on the complexities of identity, exile, and belonging—a must-read for those seeking a deeper understanding of Afghanistan's history and culture.Beyond her creative endeavors, Nelofer is a passionate advocate for women's rights, education, and peacebuilding in war-torn regions. Her work reminds us of the power of art and storytelling to foster understanding and change."We are extremely grateful to our sponsors for this episode, Parte and Associates, solicitors, of Baggot Street, Dublin 4, specialists in Elder Law and Mental Health Law."#Storytelling #HumanRights #Filmmaking #Leadership #Advocacy #GlobalVoices Hosted on Acast. See acast.com/privacy for more information.

Hilary Topper On Air
How to Prevent Injuries and Alleviate Existing Conditions

Hilary Topper On Air

Play Episode Listen Later Nov 22, 2024 30:46


In today's episode of Hilary Topper on Air, learn how to prevent injuries and alleviate existing conditions with an expert, Craig DiGiovanni, CEO of Medi-Dyne Healthcare Products.  Here are some of the questions I asked him: Could you start by giving us an overview of Medi-Dyne and how it has evolved to support triathletes and endurance athletes? What are some common issues you see regarding injury prevention and recovery, and how do your products specifically address these challenges? Chafing is a significant concern for endurance athletes, especially during long races. Can you tell us about the 2Toms SportShield and how it works to prevent chafing? What's the difference between 2Toms SportShield and the SportShield XTRA? In what scenarios would an athlete prefer the XTRA version? How should triathletes incorporate SportShield into their race day preparation to avoid discomfort and skin irritation? Calf injuries and tightness are common issues for runners and triathletes. Can you explain how the ProStretch Plus Adjustable Calf and Foot Stretcher helps with stretching and injury prevention? How does the ProStretch Plus differ from traditional stretching techniques, and why is it more effective in treating conditions like calf strains or plantar fasciitis? Many athletes deal with tight calves due to the repetitive nature of running and cycling. How often should they be using the ProStretch Plus to maintain flexibility and avoid injury? Plantar fasciitis is a debilitating condition for athletes. Could you discuss how your products, besides the ProStretch Plus, help alleviate the symptoms and speed up recovery? Do you have any upcoming innovations or lesser-known products that address plantar fasciitis that athletes might find useful? What advice would you give to a triathlete dealing with plantar fasciitis in the middle of their training season? Given the nature of triathlon training, how can athletes maintain a balance between training hard and preventing injuries like chafing and plantar fasciitis? What role does product consistency and routine play in preventing these common triathlete issues, especially with products like SportShield and ProStretch? And finally, Craig, how can our listeners get in touch with you or learn more about Medi-Dyne? Discount Code for Medi-Dyne Products Need a discount code? Get 20 percent off any of the Medi-Dyne products including your favorites by going to https://medi-dyne.com/ and using code: ATDIARY20. Sponsors Thanks to our sponsors for making this show possible. The Russo Law Group, P.C. - Long Island's Signature Estate Planning, Elder Law and Special Needs law firm, PlayTri - Swim, Bike Run! – a retail and online bike shop and multisport specialist, Medi-Dyne -  keep people moving with injury prevention and pain relief products and Vimazi- pace tuned running shoes and the shoes that I train in. And last but not least, I'd like to thank our listeners for tuning in.

The Big 550 KTRS
Rudy Beck with Beck Elder Law: McGraw Show 11 - 21 - 24

The Big 550 KTRS

Play Episode Listen Later Nov 21, 2024 7:19


Rudy Beck with Beck Elder Law: McGraw Show 11 - 21 - 24 by

beck elder law mcgraw show
Elder Law Growth Podcast
Ep. 7: DIY Marketing for Attorneys (No Fancy Tools Needed!)

Elder Law Growth Podcast

Play Episode Listen Later Nov 19, 2024 15:37


In this episode of The Elder Law Growth Podcast, host Jim Blake shares actionable marketing tips to help estate planning and elder law attorneys grow their firms without feeling overwhelmed. From batching social media content to optimizing your website for SEO and AI, Jim provides practical steps to boost your online presence. He also introduces a tool designed to simplify marketing for busy attorneys. Whether you're ready to DIY or need professional support, this episode will guide you toward building a thriving practice in 2025. **BAMBIZ RESOURCES**

Off The Wall
The Sandwich Generation: Protecting your Parents' Assets and Your Inheritance with Catherine F. Schott Murray

Off The Wall

Play Episode Listen Later Nov 2, 2024 49:09


Aging parents present unique challenges, especially for the sandwich generation, who juggle caring for their parents while raising their own children.    In this episode of Off the Wall, Dean Catino, CFP®, CPWA, and Jessica Gibbs, CFP® speak with Catherine F. Schott Murray, a Shareholder and expert in Estate Planning, Tax, Estate and Trust Administration, and Elder Law at Odin, Feldman, & Pittleman. They discuss the critical importance of starting conversations about estate planning, navigating legal considerations for parents with diminished capacity, and the role of trusts in asset protection. The episode also covers healthcare directives and the necessity of a clear plan for end-of-life decisions.    Listeners will learn about protecting loved ones from financial exploitation and the legal complexities that effective estate planning can address. Cathleen Phelps, and Cecelia Gilliam from our Client Experience team join the later-half of the conversation to share stories and discuss the need for proactive planning, open communication among family members, and building support systems during this challenging time.    Having a team in place to help you navigate the overwhelm of trust and estate planning is more powerful than you think. Listen in to learn the benefits of working with a wealth advisor, attorney, and accountant to reduce anxiety and guide you through the process of caring for aging parents.    “Once you begin you are closer to the end than had you not begun at all… There's a hurdle that people have to overcome to start these conversations, but once you start the conversation, it tends to be amazing how much people will be open about it.” – Catherine F. Schott Murray    Episode Timeline/Key Highlights:  Part 1:  [01:01] Introducing Catherine & the topic of today's episode.  [03:16] How do I start the conversation with my parents about estate planning, assets, end of life wishes, and long-term care?  [09:33] Safeguards to put in place before your aging parents' decision-making ability becomes impaired.  [11:19] Are there tax implications for being a co-trustee with my parent(s) on their trust?  [12:14] How to protect your parents' house as an asset.  [15:19] Avoiding probate & Reasons not to create a trust for your parents.  [19:13] Living Wills & Advanced Medical Directives: What families should know about assigning healthcare proxies or powers of attorney.  [25:15] How long does it take to go through the estate planning process?  [27:29] How to protect your parents from elder fraud.    Part 2:  [33:15] Meet our Client Experience Team: Cathleen Phelps & Cecelia Gilliam.  [33:39] Estate planning steps you don't want to miss.  [38:01] What to do after your parent passes away.  [42:24] Advice for people in the sandwich generation.  [45:15] Collaborating with Siblings in Caregiving    [35:16] Resources + How to connect with Catherine.    Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.      Resources Mentioned:  Listen to our episode about Caring for Aging Parents: https://bit.ly/agingparentsepisode  Guide to Caring for Aging Parents: https://bit.ly/4hudfVK  Estate Planning | How to Evolve Your Plan When the Rules Keep Changing: https://bit.ly/3KD1dut  National Elder Fraud Hotline: 833-FRAUD-11 (833-372-8311)  Catherine's blog: http://www.beginthebegin.com/about-us/  [NPR] How to prepare for the death of a parent - A checklist: https://www.npr.org/2023/09/25/1199885811/how-to-talk-to-your-parents-about-their-money   Subscribe to our blog: https://bit.ly/MonumentWealthBlog  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered    About Catherine F. Schott Murray:  Begin the Begin - Once you begin you are closer to the end than had you not begun at all. With that statement, Catherine F. Schott Murray appreciates that every client's situation is unique and requires solutions that are adapted to their particular needs, goals, and objectives once the planning process has begun. She takes the time to carefully listen to her clients and discuss decisions that are not always straightforward, ultimately reaching an appropriate resolution that is pertinent to each client. Catherine is professional, yet compassionate, while carefully explaining complex matters during potentially trying times.    Catherine's practice focuses on trust and estate planning as well as business planning. She advises clients with respect to the creation and implementation of simple and complex estate plans, including incapacity planning; elder law; guardianships and conservatorships; special needs trusts; health care decision making; estate and trust administration; probate administration; wealth preservation; asset protection; entity formation and maintenance, gift, estate and generation-skipping transfer tax planning; charitable planning; irrevocable trusts; donor advised funds; private foundations; family limited partnerships; and limited liability companies.    Prior to joining the firm, Catherine assisted individuals with estate planning and Medicaid planning as well as represented lenders and closely held companies in commercial and financial transactions, commercial lease negotiations, mergers and acquisitions, bankruptcy, commercial litigation, and collections. Catherine has been an active member of the National Academy of Elder Law Attorneys (NAELA) and served on the Board of Directors of the Virginia Chapter (VAELA) of NAELA for more than a decade, including time spent as the organization's President.     Catherine gives back to the community through her involvement with the Community Foundation for Northern Virginia (CFNOVA) in which she has served on the Board of Directors, including as the Board Chair. Outside of the office, Catherine volunteers her time with her children's school and enjoys road trips with her family.    Connect with Catherine on LinkedIn: https://www.linkedin.com/in/catherine-f-schott-murray  Visit her website: https://www.ofplaw.com/attorney/schott-murray-catherine-f    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dean and Jessica, and featured team members on our website at https://monumentwealthmanagement.com. 

The Big 550 KTRS
Rudy Beck with Beck Elder Law: McGraw Show 10 - 31 - 24

The Big 550 KTRS

Play Episode Listen Later Oct 31, 2024 7:00


Rudy Beck with Beck Elder Law: McGraw Show 10 - 31 - 24 by

beck elder law mcgraw show
Take Back Retirement
100: What GenX Women Need to Know About Retirement

Take Back Retirement

Play Episode Listen Later Oct 15, 2024 34:53


“We're nothing if not resourceful. That's our generation's superpower.” -Kevin   In celebration of the 100th episode of Take Back Retirement, our hosts Stephanie and Kevin Gaines reflect on the defining characteristics of their very own generation–Gen X–and key lessons that women in this age bracket can put into practice today in preparing for retirement.   From the seismic shift from pensions to 401(k) plans, to navigating the rollercoaster of financial events like the 1987 Black Monday and the dot-com bubble at the turn of the century, today's conversation explores the pivotal moments that molded an entire generation's approach to financial planning.   Our hosts shed light on the realities of midlife day-to-days in the 2020s, from dealing with the fallout of being the “Sandwich Generation” to considerations around financially supporting family members amid shaky times.   At the same time, Stephanie and Kevin celebrate the unique brand of resourcefulness that defines GenX, emphasizing their quest to find “balance, flexibility, and self-determination.”   Key Topics: The Defining Characteristics of GenXers (5:14) Why GenXers are More Cautious with Money (10:11) The “Sandwich Generation” (12:41) “How Do We Deal With All This Crap?” (18:05) Accepting That You Can't Control Everything (22:28) Financially Supporting Family (32:02) Key Takeaways (34:12)     Resources: Leave a Voice Memo for Take Back Retirement Personal Financial Inventory Downloadable Resource Take Back Retirement Ep 15: What Women Need to Know About Social Security Take Back Retirement Ep 82: Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber Take Back Retirement Ep 21: Simplifying Medicare: What's Important For You To Know with Susan Sloan Take Back Retirement Ep 14: What Women Need to Know About Caregiving and Elder Law with Cathy Sikorski     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Elder Law Growth Podcast
Ep. 6: Writing Your Way to Law Firm Growth, with Melanie Herschorn! ✍️

Elder Law Growth Podcast

Play Episode Listen Later Oct 15, 2024 22:42


Want to establish yourself as an expert in elder law or estate planning? Discover how writing and publishing a book can elevate your authority, attract new clients, and boost your practice's visibility. In this episode, Melanie Herschorn, a book marketing strategist, shares insights on the benefits of authoring a book, from content creation to distribution. Learn how to use your book to generate leads, build relationships, and position yourself as a trusted advisor in your community. Some Resources to Check Out:

McNamaraOnMoney
Estate Tax Laws, with Brian Fecteau

McNamaraOnMoney

Play Episode Listen Later Oct 7, 2024 48:14


This week join Justin McNamara, CFP® and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Tax Laws. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law. You can find Bryan Fecteau online at: https://www.delaney-muncey.com/ McNamara Financial is an independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Specifically for Seniors
Making It Easier for Older Americans to Voter with Attorney Joan Bondareff

Specifically for Seniors

Play Episode Listen Later Oct 6, 2024 21:12


According to Senator Bob Casey, the ranking member of the special committee on aging , "The right to vote is one of the fundamental pilars of our democracy, but that right is under attack for millions of older Americans across the nation. Attempts to limit voting locations, the length of early voting periods, inaccessible voting locations, and new, strict voter identification laws threaten the hard won voting rights of older Americans." So we invited Attorney Joan Bondareff to be our guest on Specifically for Seniors today to explain what can be done to make it easier for older adults to register and vote. Attorney Bondareff is Special Counsel at Blank Rome Government Relations,LLC. She primarily focuses her practice on marine transportation, and environmental, regulatory and renewable energy legislative issues. Joan served as an adjunct professor at Georgetown Law School and as an adjunct professor at American University/Washington College of Law and is a  member, American Bar Association Center for Excellence in Elder Law and Dementia. Joan and I discussed the importance of the senior vote, the barriers to voting, specific issues for seniors in nursing facilities, congressional actions and what we can do to help older Americans to vote.

What's Next? A Retirement Podcast
What's Elder Law and why you should care

What's Next? A Retirement Podcast

Play Episode Listen Later Oct 1, 2024 45:12


We interview Eric Goldberg from New Jersey Elder Law Center. Eric enlightens us about Elder Law and how we can help our parents generation dot the i's and cross the t's so their estates are in good shape and they get the care they deserve in their old age.

The MoneySaver Podcast
Talking About How To Talk to Your Aging Parents With Laura Tamblyn Watts

The MoneySaver Podcast

Play Episode Listen Later Sep 30, 2024 57:56


Ellen and Laura sit down to talk about Laura's new book 'Let's Talk About Aging Parents'. Laura takes a fresh approach to conversations that can be difficult, but don't have to be. Laura and Ellen discuss topics related to aging family members and all of the different areas to cover in having those important discussions. Laura Tamblyn Watts is the CEO of CanAge and embodies a commitment to the betterment of elder care and seniors' rights. Her multifaceted career spans law, academia, and policy development, reflecting a dedication to impactful advocacy and education. With a legal background as a member of the BC Bar since 1999, Laura has leveraged her expertise to advance the interests of seniors, serving as National Director of the Canadian Centre for Elder Law and as Chief Public Policy Officer at CARP. Her academic role as an Assistant Professor (status) at the University of Toronto's Factor Inwentash Faculty of Social Work underscores her commitment to shaping future professionals in the field. We hope you enjoy!

Triple Moon Coven
EP23: The Legal Side of Dying

Triple Moon Coven

Play Episode Listen Later Sep 24, 2024 91:31


Robert W. Haley is a Certified Advanced Practitioner of Elder Law (and Cricket aka Ryvyn's husband). In this episode, Robert and Cricket discuss all the common questions people have about pre-planning for the end-of-life, the funeral, Powers of Attorney, Health Care documents, The Living Will and Last Will & Testament. We even discuss how to handle LGBTQIA partnerships at death and more. Robert is a wealth of information and experience, you might want to take notes on this one! If you have more questions please email us at ryvyn@deathandtea.com. Audio editing by Frank Bassett Graphics by Scout Wiles

The Big 550 KTRS
Rudy Beck with Beck Elder Law: McGraw Show 9 - 12 - 24

The Big 550 KTRS

Play Episode Listen Later Sep 12, 2024 6:41


Rudy Beck with Beck Elder Law: McGraw Show 9 - 12 - 24 by

beck elder law mcgraw show
Brighton Chamber Podcast
130: Mannor Law Group

Brighton Chamber Podcast

Play Episode Listen Later Aug 23, 2024 15:43


In this episode, Rob talks with Kelli King-Penner, Supervising Attorney and Partner at Mannor Law Group, about the critical importance of Elder Law and Estate Planning. They emphasize how essential it is to plan ahead, as this need is often overlooked until it's too late. With a holistic approach, Mannor Law Group helps families navigate the challenges of aging and memory loss illnesses, ensuring comprehensive Life Care Planning.    Show Links Learn more about the Brighton Chamber by visiting our website. Website: https://www.brightoncoc.org/   Guest Links Be sure to checkout their podcast and the other links below:" Podcast: https://www.mannorlawgroup.com/podcast/ Website: https://www.mannorlawgroup.com/ Facebook: https://www.facebook.com/MannorLawGroup X: https://x.com/MannorLawGroup Linkedin: https://www.linkedin.com/company/mannor-law-group/ Youtube: https://www.youtube.com/channel/UCSPPFKqm-HlSJPrwSAdVfQg Pinterest: https://www.pinterest.com/mannorlawgroup/ Email: Info@mannorlaw.com

We Go Boldly Podcast
EPIDODE 171: How to thrive as a part of the sandwich generation, with Shana Siegel

We Go Boldly Podcast

Play Episode Listen Later Jul 17, 2024 55:12


Are you a part of the sandwich generation? Creating a will, an end of life plan, and talking about all of it with your partner, parents, kids and other family can be overwhelming. Welcome to We Go Boldly, the go-to show for insights and tips on embracing and opening up your life. In today's episode, we explore life in the sandwich generation. Everyone needs a will, an end of life plan, and appropriate documents to protect their interests. Today we are here to help you understand the ins and outs of all of it. Join us as we delve into practical strategies and expert advice on how to have the tough conversations and think about the tough decisions. To help us with all of this today we have an incredible guest and new friend to the show! Let's learn more about Shana Siegel.Shana Siegel is Chair of the Elder Law; Special Needs group at Norris McLaughlin. Shana concentrates her practice on representing older adults, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning and administration, resident rights, health care decision making, guardianships and long-term care advocacy.  Shana has been certified by the National Elder Law Foundation (NELF) and is recognized as a member of the Counsel of Advanced Practitioners. Prior to joining Norris McLaughlin, P.A., Shana was with WanderPolo & Siegel for over 10 years, five of which were as principal.  She has been involved in health and long-term care issues for over 30 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. Additionally, Shana has served as an officer for the New Jersey State Bar Elder & Disability Law Section and serves on the board of several nonprofits serving seniors and the disability community.Main Talking PointsWhere to start when thinking about planningThe importance of hard conversations about wills, estates, end of life planningWhy having an objective third party involved is helpful and mattersThe importance of empathy and understanding in having the conversationsUnderstanding and taking the first steps for planningLinks and ResourcesWebsite: www.goboldlyinitiative.comIG: @goboldlytogether Related Episodes: How to Meditate How to Self-Care Find Shana: noris-law.comSocial Media Handles: follow us on IG @goboldlytogether, FB @goboldlytogether, or LI @go-boldly-initiative or email us at info@goboldlyinitiative.com.Thank you for tuning into We Go Boldly. If you enjoyed this episode, please subscribe, leave a review, and share it with friends who might also benefit from discovering a new hobby. For more updates and episodes, follow us on IG @goboldlytogether, FB @goboldlytogether, or LI @go-boldly-initiative. Stay tuned for our next episode where we will explore how to break down the fear barrier. Did you enjoy this episode? We would love to hear your thoughts and more about your personal development journey. Head to Apple Podcasts and then rate, review, and subscribe. This way you will get notified once a new episode goes live. Don't forget to find us and subscribe on YouTube too. CONNECT WITH RIELLY AND TOVAHInstagram: https://www.instagram.com/goboldlytogether/Website: goboldlyinitiative.com or https://we-go-boldly-podcast.simplecast.com/YouTube:https://www.youtube.com/channel/UCsPh8gu_ugJqvvnYiuRSyPQLinkedIn: https://linkedin.com/company/go-boldly-initiativePatreon: https://www.patreon.com/wegoboldlyFacebook: https://www.facebook.com/GoBoldlyTogetherPinterest: https://www.pinterest.com/GoBoldlyTogether/

The Hitstreak
Episode 141: Game Changer: Lipscomb University's Sport Analytics Master's Program w/ Randy Bostic

The Hitstreak

Play Episode Listen Later Jul 2, 2024 69:01


Episode 141 of The Hitstreak, a podcast where we talk about anything and everything!  This week we are joined by the Founder of Bostic Law, and Professor of Kinesiology & Sports Management at Lipscomb University, Randy Bostic!!Let us know in the comments what YOU want to hear about next!About our guest: Randy is founder of Bostic Law, PLLC. A firm that helps protect assets for families and small businesses. Randy focuses his practice on Estate Planning through wills, trusts, and probate, Elder Law and small business. He also teaches Kinesiology and Sports management classes. He was a college baseball coach at Lipscomb and Harding University for five years. Randy has a B.S. from Lipscomb University, an M.S. from Harding University, and a J.D. from the University of Memphis Law School. Randy is involved with the Ciudad de Angeles as a board member, Old Timers Baseball Board, Brentwood Rotary Club, acts as a youth baseball, softball and basketball coach and is a member of the Brentwood Hills Church of Christ. Randy and his wife Amanda are the parents of Reid and Kayleigh. He is a 7-time Ironman, runs triathlons, and enjoys baseball and scuba diving.Follow and contact:X: @RBOSJRbosticlawtn.comIf you're interested in the Sport Analytics program at Lipscomb University, please go to ⁠https://www.lipscomb.edu/academics/programs/sport-analytics⁠ for more information! Enrollment for the Fall Semester, with classes beginning in Mid-August, is starting now, so don't wait to join this brand new Master's Program! You can also contact Randy personally at randy.bostic@lipscomb.edu.About Our Sponsors:Hitlab: We specialize in the creation, marketing, and promotion of Podcasts and other serial content. http://hitlabstudio.com/Team Hiter: Our mission is to protect our customers from financial hardship due to unforeseen illness or injury. Simply stated, we provide peace of mind in keeping the promise of financial protection afforded by our health coverages. https://teamhiter.com/RAC Financial has the integration of partner solutions that every business owner needs to be successful. They help make payment processing simple, secure, and reliable by using state-of-the-art tokenization standards that are required of all businesses. RAC Financial cares about you and your business, and they will do their very best to serve you. Your success is RAC Financial's success. They've processed over $3B annually in transactions in less than three years!Get a FREE RAC Financial Cost Savings Analysis for your business 

The Marketing Madmen
146. LEGAL INSIGHTS WITH A PERSONAL TOUCH: UNRAVELING ELDER LAW

The Marketing Madmen

Play Episode Listen Later Jun 29, 2024 47:04


Join Nick Constantino on Marketing Madmen as he and Josh Nelson, CEO of Nelson Elder Care Law, slice through the complexities of elder law in Atlanta. Discover the genuine care and smart strategies that set Nelson Elder Care Law apart in a bustling market. Key Takeaways: Elder law is more than contracts; it's about understanding and navigating the fine print of life. Josh Nelson offers a unique approach by providing essential legal documents for free, emphasizing education over intimidation. Medicare isn't all-encompassing; Medicaid could be the crucial support many overlook. In the digital age, having immediate access to important legal documents on your smartphone is key. Quality trumps quantity in the competitive elder law market of Atlanta; authenticity is paramount. Nelson Elder Care Law stands out by crafting personal life stories, not just legal documents, fostering trust and building lasting relationships. patreon.com/TheMarketingMadMen: https://www.nick-constantino.com/See omnystudio.com/listener for privacy information.

Cannabis Helps Dementia
Rose M Cain, FNP, MPH, JD - Family Nurse Practitioner Founder Creating Well Being, budheals.com

Cannabis Helps Dementia

Play Episode Listen Later Jun 24, 2024 42:55


People ask me all the time “How can I get medical cannabis for my loved one at a facility?” It depends, there are many variables.  What kind of facility? Medicare, medicaid, private pay? What State? Today we're having a conversation with MA Family Nurse Practitioner Rose Cain about how we might encourage our loved one's facility to implement a medical cannabis program, or even natural, full spectrum, hemp CBD. Rose Cain is an Army Veteran and has been a Family Nurse Practitioner for over 40 years. Nurse Rose has cared for patients in acute, primary and urgent care, geriatrics, home, hospice and nursing home settings.   Nurse Rose brings a unique perspective to the conversation because she also practiced Elder Law and Estate planning for 20 years, and she's been a Professional Geriatric Care Manager. She's a member of the Society of Cannabis Clinicians and American Cannabis Nurses Association. Since 2018, her practice, Creating Well Being has been providing access to medical cannabis certification for patients in Massachusetts and is expanding. Creating Well being can be found at budheals.com From www.budheals.com "Rose established CWB in 2018 to provide access to medical marijuana certification for patients in Massachusetts. She has been an Family Nurse Practitioner for over 40 years and has cared for patients in acute, primary and urgent care, geriatrics, home , hospice and nursing home settings. Rose is also an Army veteran and is committed to addressing the unique physical and mental health issues facing vets- including PTSD and chronic pain. Rose has served on the Board of Directors of non-profit organizations and was also a practicing attorney for 20 years." THANK YOU! Rose Cain, FNP https://budheals.com/ Original Music by Doug Goodwin (1929-2023) “Try Something That's New” ...and thank you Mom , my greatest teacher. In Solidarity, Chela & Dave ⁠⁠cannabishelpsdementia.com⁠⁠ ⁠coachchela.com⁠ ⁠Podcast ⁠ ⁠X ⁠⁠ ⁠Facebook ⁠ ⁠Instagram ⁠ Review us on ⁠iTunes --- Send in a voice message: https://podcasters.spotify.com/pod/show/cannabishelpsdementia/message Support this podcast: https://podcasters.spotify.com/pod/show/cannabishelpsdementia/support

Talk Law Radio Podcast
Elder Law and Retirement Symposium with Tim Allen & Rick Hood (5-20-23 Best-of)

Talk Law Radio Podcast

Play Episode Listen Later Jun 1, 2024 51:18


Today's show is a preview of an upcoming seminar. In celebration of older Americans month, Talk Law radio is hosting an Elder Law and Retirement symposium on Wednesday May 24th at 6pm at the Education Service Center located at 1314 Hines in San Antonio. This free seminar will include speakers Todd Marquardt of Marquardt law firm, Tim Allen from AHIA and Rick Hood also of AHIA. They will be discussing health, finance and legal issues facing older Americans today. This is a free event but we ask that you RSVP today by calling 210-530-4278. Don't miss the Elder Law and Retirement Symposium Wednesday May 24th at 6pm. Remember our sponsor Financial Planning HQ. Are you looking for true financial planning to help you make the best decisions about your money? Instead of trying to sell you overly complicated financial products, Financial Planning HQ focuses on creating comprehensive strategies that give you and your family the highest probability of achieving your goals. For a complimentary consultation with Joseph at Financial Planning HQ, call (210) 748-6699. That's (210) 748-6699... With a plan, yes you can. Join Todd Marquardt every week for exciting law talk on Talk Law Radio! The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation.See omnystudio.com/listener for privacy information.

Passive Income Pilots
#59 - The Silver Tsunami: Dwayne Clark on the Future of Senior Living Investments

Passive Income Pilots

Play Episode Listen Later May 14, 2024 39:52


Welcome to another episode of Passive Income Pilots, where we delve into the burgeoning world of assisted living investments. Join hosts Tate Duryea and Ryan Gibson as they discuss the impact of the demographic shift known as the "Silver Tsunami" with Dwayne Clark, founder of Aegis Living. Dwayne shares his extensive experience in building a premier brand in the senior housing industry and provides insights into the challenges and triumphs of caring for the aging population.Timestamped Show Notes:(00:00) - Introduction by Tate and Ryan, discussing the demographic trends boosting assisted living investments.(01:00) - Tate shares a personal story highlighting the immediate relevance of senior care.(02:00) - Ryan introduces Dwayne Clark, highlighting his accomplishments and the ethos of Aegis Living.(04:00) - Dwayne Clark joins the conversation, detailing his journey from the criminal justice field to senior housing.(05:00) - Discussion on the inception of Aegis Living and the challenges of funding and growing a business in senior housing.(07:00) - Dwayne reflects on the sacrifices made to establish Aegis Living, including personal financial risks.(10:00) - Exploring the demographic changes affecting senior housing and the concept of the "silver tsunami."(13:00) - Insights into the supply constraints in senior housing exacerbated by COVID-19 and its impacts on the market.(15:00) - Dwayne shares his philosophy on integrating community history and elements into the design of Aegis facilities.(17:00) - Detailed explanation of different types of senior living and care options available.(20:00) - Discussion on the investment aspects of senior housing and the importance of choosing the right management.(24:00) - Dwayne addresses how families can finance senior living through home equity and other means.(28:00) - Advice for individuals on how to discuss and plan for aging parents' future care needs.(32:00) - Ryan and Tate reflect on the operational excellence at Aegis Living.(35:00) - Dwayne discusses the role of adversity in shaping his career and approach to senior living.(38:00) - Closing thoughts on the current economic climate and its effect on the real estate and senior living sectors.Resources Mentioned:Aegis Living Website: Visit Aegis LivingDwayne Clark's Personal Website: Explore HereDwayne's upcoming book Where's Your Purse: A Guide for Children with Aging Parents details managing aging parent care.Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment.

Club Capital Leadership Podcast
Episode 357: Estate Planning, Elder Law & Entity Structures with Taylor Willingham

Club Capital Leadership Podcast

Play Episode Listen Later May 13, 2024 43:03


In today's episode, Taylor Willingham joins Bradley to discuss the value of estate planning for entrepreneurs. Taylor brings a wealth of expertise and a deep commitment to legacy planning, and is himself a founder. Specializing in estate planning, probate, and elder law, his practice is dedicated to ensuring clients' assets are protected and passed on according to their wishes. Taylor's unique approach to estate planning, dubbed Posterity Planning, focuses on not just the transfer of assets, but on preserving wealth for future generations.An accomplished author, Taylor has contributed significantly to the field with five published books:"Will Trust: Do I Need a Will or a Trust,""Free Long Term Care,""Helping Your Parent With Long Term Care,""Why Should I Care, I'll Be Dead," and"Ituy: An Adventure to The End of World."He also shares his rich background in estate law. In fact, his legal journey began at Tombs & Maxwell, PLLC in Lubbock, Texas, where he honed his skills as an estate planning and probate law clerk. His career took a pivotal turn in 2009 when he joined Davis & Associates, delving into international estate planning and business formation to assist global clients in investing and protecting assets within the United States.Taylor's dedication to creating lasting legacies is matched by his extensive academic achievements, including a Master's degree in Personal Finance and a Juris Doctorate. His expertise in planning techniques, asset protection, and wealth creation has been recognized through numerous awards and affiliations, such as being a Graduate of the Elder Law College, receiving the Best Attorney accolade from Living Magazine in 2015, and being a consistent Super Lawyers Association member from 2019 to 2023.At Willingham Law Firm, PC., Taylor and his team offer a range of services tailored to meet individual needs, from wills and trusts to Medicaid planning and VA benefits, embodying his belief in the power of effective estate planning to safeguard one's legacy. For those seeking to protect their assets and ensure their wishes are honored, Taylor Willingham offers unparalleled expertise and a compassionate approach to estate and legacy planning.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.Autopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees' time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

The Lawyer Stories Podcast
Ep 171 | Dawn Smith | Smith Clinesmith LLP is Fighting Elder Abuse and Achieving Important Results

The Lawyer Stories Podcast

Play Episode Listen Later Feb 20, 2024 52:06


The Lawyer Stories Podcast Episode 171 features, Dawn Smith, Managing Partner at Smith Clinesmith LLP, focusing on civil litigation and fighting elder abuse located in Dallas, Texas.  Dawn shares her story with us, raised by a single mom in Tucson, Arizona, with the help of loving grandparents.  Dawn's dream of becoming a lawyer solidified in her heart on an eighth-grade field trip to Washington D.C. where she visited the U.S. Supreme Court.  Dawn has widespread recognition as one of the top attorneys in her field and nursing home law and believes those who work hard and dream big can accomplish anything.  Special thanks to our sponsor Lex Reception, answering your telephone calls at all hours of the day and night.  Register with Lex and receive a special Lawyer Stories discount in your first month of service.