Podcasts about elder law

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Best podcasts about elder law

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Latest podcast episodes about elder law

SharkPreneur
873: Your American Legacy with Stan Miller

SharkPreneur

Play Episode Listen Later Jan 18, 2023 25:43


Your American Legacy Stan Miller, Pinnacle Legacy Law   – The Sharkpreneur podcast with Seth Greene Episode 872 Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does. Stan was an early pioneer in Living Trust planning in Arkansas- and at a time when most law firms were in favor of probating estates- a much more costly and time consuming alternative to Living Trusts. Since, he has established over 5,000 Living Trusts and helped protect more than $4.5 billion in assets. Those pioneering successes led him to emerge as a national leader in Estate Planning. Later, he helped found WealthCounsel, LLC, the leading provider of education and document-drafting software for Estate and Business Planning attorneys throughout the US. In 2008, he was instrumental in founding ElderCounsel, LLC, which is now the national leader in technology and education for Elder Law attorneys. He serves on the board of both companies. Stan's most recent book, Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations, landed on the International Best Seller list in April of this year. He is currently developing a podcast, “American Legacy”, a bi-monthly series of interviews with individuals making a positive impact on their family, their community, and the world. Stan is a sought after speaker for professional audiences, individuals, families, colleagues, and contemporaries around the US. Speaking on topics ranging from estate and business planning, to tax reform and family legacies. Stan previously served as an elected member of the Board of Directors for the City of Hot Springs, and as a member of the Board of St. Joseph's Regional Health Center- now CHI St. Vincent. He and his wife Patrice are the proud parents of two sons.   Listen to this illuminating Sharkpreneur episode with Stan Miller about his book, Your American Legacy. Here are some of the beneficial topics covered on this week's show: - How estate planning is important whether you have a will or a living trust. - Why business owners must have estate and legacy plans in place. - How work ethic, grit, and commitment are needed to run a successful business. - Why it's important to preserve the stories when you struggled with your business. - How you want to transfer your generational wealth, not spend it.   Connect with Stan: Guest Contact Info Facebook facebook.com/youramericanlegacy Links Mentioned: stanmiller.com americanlegacynetwork.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

Elder Law Growth Podcast
Ep 24: Law Firm Homepage Secrets That Convert, with Jim Blake

Elder Law Growth Podcast

Play Episode Listen Later Jan 10, 2023 12:44


Does your website scare people off? As an attorney, your website is one of the best ways to put your “best foot forward,” so you want to ensure the first thing a visitor sees is something they WANT to see. In this episode, Bambiz CEO Jim Blake shares the secrets of how we create highly-converting website homepages for our clients, elder law and estate planning attorneys. Jim shows the exact blueprint of what we use for our clients. (Honestly, can it get any easier than that?) > This was a small clip of a free training Jim does. If you'd like to join the next free training, go here. > Want the homepage blueprint? Go here to download it for free. . . **Bambiz FREE RESOURCES**

What A Word!
97. Be Easy On Yourself! w/ Sharline Green, Attorney and Counselor at Law

What A Word!

Play Episode Listen Later Jan 10, 2023 43:59


Attorney Sharline S. Green's estate planning practice offers targeted solutions to individuals and families, planning their lives and securing their futures. She specializes in guiding her clients with compassion and respect, honoring the uniqueness in each person, while providing them with the critical information needed to make the financial and legal decisions necessary to protect themselves and their loved ones, accomplish their desired goals, and leave a legacy for the next generation. Whatever your story, Sharline will help you capture it and preserve it. Sharline received her Juris Doctorate degree from Emory University School of Law in 2002. She also received a Bachelor of Science Degree in Political Economy, cum laude, from Andrews University. Prior to starting her first law practice in 2004, The Law Office of Green & Associates, P.C., Sharline worked for two Metro Atlanta law firms, Dewrell Sacks, LLC and Burroughs & Keene, LLC. She was also a law clerk at the Southern Center for Human Rights in Atlanta, Georgia, from 2001 to 2002, where she researched and analyzed, various issues associated with death row inmates, and prisoner's rights. In June, 2014, Sharline was the featured Attorney for the Attorney's Corner in the Atlanta Tribune Magazine, titled “Sharline Green, Esq. Real Estate Lawyer Protects Families and Children.” Her decision to focus on the Elder Law, Trusts, and Estate Planning practice area is based on this desire to protect families and children by securing their futures through guided planning. Website : http://www.sgreenpclaw.com. Follow Sharline on Instagram @sgreenpclaw LinkedIn Sharline S. Green, Esq ; Facebook Sharline Saunders Green #estateplanning #lawschooladvice #lawyerlife #estate_planning #inspirational --- Send in a voice message: https://anchor.fm/whataword/message Support this podcast: https://anchor.fm/whataword/support

Elder Law Growth Podcast
Ep 23: Attorney Script: How To Ask Without Being Salesy, with Antonio Garrido

Elder Law Growth Podcast

Play Episode Listen Later Dec 27, 2022 11:14


Nobody likes asking their seminar attendees to book an appointment. It feels awkward…and salesy. But what if it didn't have to be that way? What if you had a way of getting your attendees to take the next step with you, minus the salesy part? In this podcast episode, award-winning author and world-renowned coach Antonio Garrido will share a secret method that top-tier leaders use in their presentations. This one method is going to: ✅ Streamline your presentation ✅ Engage your attendees ✅ Skip all the awkwardness Sound interesting to you? Give it a try. . Connect with Antonio on LinkedIn: https://www.linkedin.com/in/antoniogarrido/ . . **Bambiz FREE RESOURCES**

Nursing Home 411 Podcast
Transfer and Discharge: What's Legal, What's Illegal, and What You Can Do to Promote Positive Outcomes

Nursing Home 411 Podcast

Play Episode Listen Later Dec 27, 2022 27:57


Lindsay Heckler (Center for Elder Law & Justice) on all things transfer and discharge: when they're legal, when they're illegal, and how to promote safe outcomes for residents. We also get into the role of ombudsmen, payment discrimination, personal needs allowance (it's only $50 per month in NY!), hockey, and more. Interview recorded October [...]

Everyday Elder Law with Frank Bruno Jr., Esq.
Prospective Client Call: FAQs Elder Law Needs

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 26, 2022 13:09


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Elder Law Report
Why is Nursing Home Care So Expensive?

Elder Law Report

Play Episode Listen Later Dec 23, 2022 18:25


In this episode Elder Law attorneys  Greg McIntyre and Brenton Begley, sit down and discuss how to pay for long-term care. 

Everyday Elder Law with Frank Bruno Jr., Esq.
A trust is like your wallet.

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 21, 2022 3:39


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
The choices we make affect our loved ones.

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 21, 2022 3:17


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Does a previously prepared Will supersede a Trust?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 21, 2022 2:11


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Should I share my estate plan with my children?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 21, 2022 2:45


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Can estate planning be done in stages?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 21, 2022 2:45


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Do you know opposing counsel and will that affect my case?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 20, 2022 2:45


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
The weekly newsletter has it all!

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 20, 2022 2:28


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Medicare and Medicaid sound alike but they are different.

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 20, 2022 1:28


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
How do you divide two properties by three children?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 20, 2022 3:56


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

The Retire Happy Podcast
Planning For Health Insurance Before You Retire With David Seiger (Ep.15)

The Retire Happy Podcast

Play Episode Listen Later Dec 20, 2022 44:13


If you're approaching retirement or starting to think about retirement, finding the right health insurance has probably crossed your mind. In this episode, Jeremy Finger, CFP®, and David Seiger, J.D., LTCP, discuss all things long-term care and health insurance. David shares the first thing he brings up to his clients when they are looking for health insurance, and what retirees need to think about when choosing the right provider and plan for themselves. David discusses: The first thing he talks to his clients about when it comes to choosing health insurance or a Medicare plan What retirees need to think about as they approach the age of 65 with regard to finding the right insurance provider and plan The differences between Medicare and health insurance for retirees under the age of 65 The distinction between Medicare and long-term care insurance, and the decisions retirees may need to be aware of And more Resources: Retire Now, But With Training Wheels & Advice For Northerners Who Now Live In The South – Finger Financial Five #72 Connect With David Seiger: Berson-Sokol.com LinkedIn: David Seiger David@Berson-Sokol.com 216-464-1542 ext.121 Toll-Free: 1-800-543-6000 ext.121 Connect With Riverbend Wealth Management: Riverbend Wealth Management 15 Minute Phone Appointment Linkedin: Jeremy Finger Facebook: Jeremy Finger Riverbend Wealth Management Twitter: Jeremy Finger About Our Guest:  David is the Vice President of Long Term Care Insurance marketing with Berson–Sokol Agency, Inc. A licensed agent, David has sold long-term care insurance for more than 17 years. David is a graduate of Touro College in New York and the University of Baltimore School of Law. David practiced law in Baltimore and concentrated his practice in the areas of Probate and Elder Law. David frequently writes articles and lectures about the need for Long Term Care Insurance.  

Everyday Elder Law with Frank Bruno Jr., Esq.

Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
How to think about retirement as let of your estate plan.

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 19, 2022 2:23


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Can I have an irrevocable trust and a revocable trust at the same time?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 19, 2022 2:49


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
The estate plan that we put into place is determined by what you will do in the future.

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 19, 2022 2:33


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Does the ring light burn your retina?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 19, 2022 3:24


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
What does the Suicide Squad tell us about estate planning?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 19, 2022 2:33


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

The Attorney Post - If you don't know your rights, you don't have any!
Michael Monteforte - Woburn Estate Planning Attorney & Boston Elder Lawyer talks Planning for Your Golden Years in Your 50s (and before)

The Attorney Post - If you don't know your rights, you don't have any!

Play Episode Listen Later Dec 18, 2022 52:43


https://www.montefortelaw.com/ 978-657-7437 FREE Seminar: https://www.montefortelaw.com/reports/estate-planning-and-elder-law-seminars-ma.cfm Michael Monteforte Jr. is a MA Elder Law & Estate Planning Attorney who has been providing legal services to the elderly and their families since 1998. He has extensive experience in Elder Law, Estate Planning, Estate and Gift Taxation, Special Needs Planning, Social Security, Medicare and Medicaid Planning, Veterans Benefits, and Long-Term Care Planning. He is a partner of Monteforte Law, located in Easton, MA. Michael Monteforte Jr. has been providing legal services to the elderly and their families since 1998. His extensive experience in Elder Law, Estate Planning, Estate and Gift Taxation, Special Needs Planning, Social Security, Medicare and Medicaid Planning, Veterans Benefits, and Long-Term Care Planning, has enabled him to become a partner of Monteforte Law, located in Easton, MA. Estate planning and elder law are both extremely important legal services, especially in Boston, MA. Michael Monteforte Law PC is a law firm that specializes in providing these services to clients in the Boston area. Estate planning is a type of legal service that allows individuals to plan for their future by taking into account their current financial and family situation. This type of planning involves drafting documents such as wills, trusts, and powers of attorney, which give individuals the power to make decisions about their finances and property after they pass away. Estate planning also ensures that one's assets are distributed according to the wishes of the individual and that the individual's wishes are respected after they pass away. Elder law is another type of legal service that focuses on the needs of elderly individuals. This type of law deals with issues such as long-term care planning, Medicare, and Social Security. Elder law also helps individuals plan for their future by making sure their estate and financial affairs are in order. At Michael Monteforte Law PC, they specialize in both estate planning and elder law. The firm has a team of experienced and knowledgeable lawyers who are dedicated to providing quality legal services to all their clients. The firm is committed to providing the best possible legal advice to individuals in the Boston area, and they strive to ensure that their clients' wishes are respected and their estate plans are properly executed. For those living in the Boston area, it is important to ensure that their estates are properly planned for and that their financial and legal affairs are in order. Michael Monteforte Law PC is an experienced and knowledgeable law firm that can provide the necessary legal services when it comes to estate planning and elder law. With their help, individuals can be sure that their future will be taken care of and that their wishes will be respected. Monteforte Law, P.C.300 TradeCenter, Suite 5640 Woburn, MA 01801 Phone: 978-657-7437 Read their 98+ 5-Star reviews on google here: https://www.google.com/maps?cid=9741103065212685175 Full Episode: https://www.theattorneypost.com/michael-monteforte-talks-boston-ma-elder-law-care-and-estate-planning-in-your-50s/ SPONSORS: https://TheAttorneyPost.com/groove https://NationalERC.org https://RankWith.NEWS

Everyday Elder Law with Frank Bruno Jr., Esq.

Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
My daughter-in-law will not cooperate with me in the sake of the house.

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 16, 2022 2:24


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Why is a Living Will important?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 16, 2022 1:46


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Elder Law Report
Elder Law Report - How running a firm is more restrictive and different than any other business.

Elder Law Report

Play Episode Listen Later Dec 16, 2022 26:51


 Today's topic on the Elder Law Report is how a law firm is different and how running a law firm is different from running any other business! SCHEDULE YOUR FREE CONSULT! Call 888-999-6600 or go to mcelderlaw.com/scheduling/ #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer 

Everyday Elder Law with Frank Bruno Jr., Esq.
Can you speak to my power of attorney?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 16, 2022 2:30


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
Can I place a special needs trust inside of my living trust?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Dec 16, 2022 2:19


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Elder Law Growth Podcast
Ep. 22: 9 Secrets To Increase Your Webinar Conversion Rate

Elder Law Growth Podcast

Play Episode Listen Later Dec 13, 2022 7:52


If you're an attorney, chances are, you give webinars. But what if your webinar isn't converting? Are webinars not effective anymore? Should you move on to another method of getting future clients? Thing is…webinars are highly effective IF you do them the right way. In this episode, you'll learn 9 secret hacks to increase your webinar conversion rate. . . **Bambiz FREE RESOURCES**

Trust Me
Elder Law Attorney – What is it and why do I need one?

Trust Me

Play Episode Listen Later Nov 28, 2022 38:23


In this episode, our guest Josie M. Porras Corporon, CELA, will be diving into the misunderstood world of elder law.  This episode is geared towards practitioners who don't know what an elder law attorney does and when they need to refer their clients to an elder law attorney; as well as to the general public as a guide for where to start when they want to plan for a long term disability in addition to their passing.  We will discuss the basics of long term care planning and public benefits and provide examples of when and how to best plan for a crisis. About Our Guest:Josie M. Porras Corporon, CELA is a Certified Elder Law Attorney by the National Elder Law Foundation, Certified Specialist, Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, Certified Dementia Care Practitioner by the National Council of Certified Dementia Practitioners. As a Certified Elder Law Attorney, she is well-versed in creating a plan to protect families in the event of crisis as well as helping families deal with the crisis with or without planning.  Josie received her BA/BSW in Social Work from California State University, Chico, and her JD from the University of Iowa College of Law. Josie was a medical social worker prior to becoming an attorney and has incorporated those skills into her law practice. She is the appointed attorney representative on the State's Advisory Committee on Alzheimer's Disease and Related Dementias; is a member of the National Academy of Elder Law Attorneys, Past President of the Northern California Chapter; and is appointed to the Executive Board for Legal Services of Northern California. Locally, she sits on the Advocacy Committee for the Chico Chapter of the Northern California and Northern Nevada Chapter of the Alzheimer's Association and is a Board Member at the Peg Taylor Center. Josie can be reached at (530) 892-2421.About Our Host:Host Kimberly R. McGhee is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, Certified Elder Law Attorney by the National Elder Law Foundation, and V.A. Certified Accredited Attorney. She is a Member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM), former President of the Southern California National Academy of Elder Law Attorneys, Member of the Board of Directors for Palomar Health Medical Group, Member of the Board of Directors for Southern Caregiver Resource Center, contributing author and editor for CEB (Continuing Education of the Bar's) Trusts & Estates practice guide and Vice-Chair of the North County Bar Association California Conference of Delegates. She also serves as a Court Appointed Attorney and Guardian Ad Litem in the Superior Court of San Diego County, California.  Trust Me is Produced by Foley Marra StudiosThank you for listening to Trust Me!

Elder Law Growth Podcast
Ep. 21: Turn Leads Into Clients with This ONE System, with Dan Hill, Esq.

Elder Law Growth Podcast

Play Episode Listen Later Nov 22, 2022 10:15


"It's gotten to the point where I walk into my seminars and everyone already knows me, trusts me, likes me...and I didn't do a thing." Dan Hill, Estate Planning Attorney at The Hill Group, said that in a recent interview we had with him. He has tackled one of the BIGGEST challenges all law firms struggle with: turning leads into clients. Dan is saving time. Dan is making more money. Dan is much happier now that he has this system in place. In this episode, you'll learn 3 takeaways from his lead-into-client system and how you can implement them for success in your own practice, no professional required. Dan uses Bambiz marketing to fill his workshops ➡️ https://bambiz.net/services/workshops-webinars. Once the person is registered, the automation takes over. You can find out more about that system ➡️ https://www.legalmag.net or email kalon@acceleratebusinessservices.com. **Bambiz FREE RESOURCES**

Elder Law Report
Charlotte Today Show - How to Avoid Probate!

Elder Law Report

Play Episode Listen Later Nov 16, 2022 3:51


How to Avoid Probate! Greg, Eric and Eugene discuss the dangers of probate and how to avoid it in this edition of the Charlotte Today Show.#probate #estateplanning #elderlaw #attorney #lawyer #charlottetoday #todayshow #sharlottetodayshow #will #wills #trust #trusts #longtermcare #retirement #retirementplanning #realestate #medicare #medicaid

Elder Law Growth Podcast
Ep. 20: Make More Than You've Ever Made, with Antonio Garrido

Elder Law Growth Podcast

Play Episode Listen Later Nov 8, 2022 11:13


What's the difference between the attorney who's making the average…and the attorney who's making the BIG bucks? There's a truth in this episode that you need to know if you: ✅ Want to make MORE than you've ever made ✅ Become BETTER than you've ever been Sound like something you'd want to know? In this podcast episode, award-winning author and world-renowned coach Antonio Garrido is going to tell you what he has seen in his years of training leaders, on what it takes to go from average to the top earner. Hint: It's time to get uncomfortable. . . Here's the full list from Antonio's screen: Unpaid consulting Prospecting Networking Asking for referrals Asking about their budget Charging for initial consultations Making the presentation Creating a Win/Win in negotiation Overserving Asking for the business Expanding the base Putting prices up Knowing when to walk away Speaking in public Holding people accountable . . . **Bambiz FREE RESOURCES**

Baby Boomers Radio
How Seniors Can Combat Inflation & Protect Their Estate

Baby Boomers Radio

Play Episode Listen Later Nov 8, 2022 33:02


John K. Ross is the founder of one of the largest boutique estate planning and asset protection law firms in Texas, Ross & Shoalmire, P.L.L.C. Founded with the singular goal to be the best resource in the community for Estate Planning, Elder Law, and Asset Protection, John's team now covers over 40 counties in Texas and Arkansas. To learn more about John and Ross & Shoalmire, please visit www.rossandshoalmire.com/.You can also hear John on the Big Picture Retirement Podcast - bigpictureretirement.com.Baby Boomers Radio is a listener supported production.  To learn more about supporting the program, please visit babyboomersradio.com/support/. 

John Williams
Elder law attorney Kerry Peck: How to prevent financial exploitation of older adults

John Williams

Play Episode Listen Later Nov 2, 2022


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. As part of the work that Kerry is doing with the Illinois Supreme Court Commission on Elder Law, the commission is gathering input from all over the state of Illinois to study the needs and challenges […]

WGN - The John Williams Uncut Podcast
Elder law attorney Kerry Peck: How to prevent financial exploitation of older adults

WGN - The John Williams Uncut Podcast

Play Episode Listen Later Nov 2, 2022


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. As part of the work that Kerry is doing with the Illinois Supreme Court Commission on Elder Law, the commission is gathering input from all over the state of Illinois to study the needs and challenges […]

WGN - The John Williams Full Show Podcast
Elder law attorney Kerry Peck: How to prevent financial exploitation of older adults

WGN - The John Williams Full Show Podcast

Play Episode Listen Later Nov 2, 2022


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. As part of the work that Kerry is doing with the Illinois Supreme Court Commission on Elder Law, the commission is gathering input from all over the state of Illinois to study the needs and challenges […]

Rethink Your Money
Why We'll Be Financially Okay Regardless of the Party in Power

Rethink Your Money

Play Episode Listen Later Oct 31, 2022 50:05


Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Mastering Your Financial Life
Sara Meyers - Mastering Your Financial Life with Judy Heft

Mastering Your Financial Life

Play Episode Listen Later Oct 29, 2022 24:32


In this episode of Mastering Your Financial Life, Judy Heft interviews Sara Meyers, an estate planning attorney and Partner at Enea, Scanlan & Sirignano, LLP located in White Plains, New York. Sara focuses her practice on Elder Law, Estate Planning, Guardianships, and long term care planning strategies, with a focus on Medicaid home care and nursing home issues. Learn more about Sara Meyers: Connect with Sara on LinkedIn: https://www.linkedin.com/in/sara-meyers-39a2765/ Visit Sara's firm's website: https://www.esslawfirm.com/ In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Boomer Living Tv - Podcast For Baby Boomers, Their Families & Professionals In Senior Living
Wendy K. Goidel - Don't Let the Legal Issues of Aging Catch You by Surprise

Boomer Living Tv - Podcast For Baby Boomers, Their Families & Professionals In Senior Living

Play Episode Listen Later Oct 23, 2022 54:55


We all hope to live long and healthy lives. But as we age, our bodies change and we may face new challenges. This can be difficult to accept, but it's important to remember that we still have rights and choices - even as we get older.For example, did you know that you have the right to choose how you want to be cared for if you become incapacitated? Or that there are options for long-term care that can help you stay in your own home? Or that you can create an estate plan to protect your assets if you need to go into a nursing home?Making informed decisions about our aging process can be difficult, but it's so important. We need to think about our wishes for end-of-life care, how to make sure our family is taken care of financially if we pass away, and the tax implications of our estate plan. These are all big decisions, but they don't have to be overwhelming.Take some time today to educate yourself about your rights and choices as you age. It's important to be prepared for whatever life throws our way. And who knows - maybe by doing some planning now, we can avoid some difficult surprises down the road.Today my guest is Wendy K. Goidel, Esq. Wendy is an attorney with over 22 years of experience in the estate planning and elder law field. She has a unique perspective on the industry, having founded both the Goidel Law Group and Concierge Care Coordination.Her goal is to help her clients age safely and successfully in the residence of their choice, by providing them with comprehensive care coordination services. She firmly believes that every client deserves individualized attention, which is why she takes the time to learn about them and their families before developing solutions that address their specific needs.Find Wendy on:LinkedIn: https://www.linkedin.com/in/wendygoidel/Goidel Law Group PLLC: https://www.goidellawgroup.com/Twitter: https://twitter.com/WenGoi

Soul Roadmap with Dina Cataldo - Tools & Strategies to Design Your Life with Intention
BONUS: Working Less, Making More, and Loving Life with Nancy Cogar

Soul Roadmap with Dina Cataldo - Tools & Strategies to Design Your Life with Intention

Play Episode Listen Later Oct 16, 2022 46:39


Meet Nancy Cogar: an elder and estate planning attorney as well as my client. In this special episode we talk: learning to build her own practice w/o the overwhelm the turning point in her practice when she started making more money what's even more important to her than making money our least-favorite TV show + how it showed up in a coaching session her former life as a journalist + the major even that changed everything the biggest shocker for her in her business progress Stay until the end because she shares two of her most powerful business nuggets last. Listen in and be inspired to live life on your terms. RESOURCES Busy Lawyer's Guide Show notes CONNECT WITH ME On Instagram @dina.cataldo On LinkedIn WORK WITH ME When you're ready to start implementing what you're learning in this podcast, book a call with me. Book a call here. If you enjoyed this podcast, please consider leaving a review on Apple Podcasts. It takes less than 90 seconds, and it really helps spread the word about this podcast.

The Pursuit of Health Podcast
Ep30 - An Eldercare Lawyer's Perspective on Aging in America

The Pursuit of Health Podcast

Play Episode Listen Later Oct 7, 2022 79:26


This episode is dedicated to Dr. Fethke's father, Walter P. Fethke, in remembrance of the honorable struggle he underwent along with his loving family in the last years and days of his remarkable life.In Episode 30 of The Pursuit of Health Podcast, our host, Dr. Fethke, once again reaches across artificial boundaries to a colleague in the legal profession. His guest, Louis Pierro is an esteemed lawyer based in New York State with over 40 years experience in the field of Elder Law.  After attending college at Lehigh University and obtaining his law degree at Albany Law School, Mr. Pierro went on to become one of the pioneers in the field of Elder Law.  He shares his own personal motivations for shifting his focus from the court rooms to working with people to help make their lives better. With his colleagues, he founded Pierro, Connnor & Strauss, a law firm dedicated to estate planning and elder law. Over the years his team has extended their services beyond the New York Capital region to now encompass New York City, Florida, New Jersey and Massachusetts. Along the way he has joined policymakers and other stakeholders in addressing the issues of aging that have overwhelmed our nation and that we all will inevitably face. This has included his founding the Elder Counsel, a national membership organization of Elder Law and Special Needs law firms that supports the efforts of over 1400 firms amongst all 50 states.He also founded ApolloCare, LLC, a business venture that combines home-based Elder Care (EverHome Care Advisors) with high technology centered in peoples' homes (VivaLynx). During this episode, beginning with the mission set by President Lyndon B. Johnson in 1965, Mr. Pierro takes us through the history of America's struggle to provide humane and high quality care services for our senior citizens. He takes us through the many forms that this journey has assumed including a clear explanation of nursing home, assisted living and home-based care models. He pulls no punches in identifying the past and current hurdles that have hindered America's progress and left us with an overwhelmingly complex and often daunting  system to deal with the ever increasing issues facing a growing population of elderly.Despite the challenges, we are so fortunate that Mr. Pierro and his colleagues continue to fight the good fight and take an offensive approach to addressing Aging in America. Through regular education, advocacy and creative business models, they have clearly begun to break through the dark clouds and let some much needed light into this vital issue that involves us all. He stresses that the task at hand is too complex and important for any one profession to deal with. Any effective effort must be a team approach with the patient truly at the center and caretakers, including, but not exclusively involving, the physicians. He adds, “Hopefully, one household at a time, we will build a consensus that will change and improve the way we care for each other as we get older.”We look forward to your feedback and comments regarding this and any other episodes of The Pursuit of Health Podcast.  We look forward to inviting back guests such as Mr. Pierro to keep up with his progress. We can be reached at drfethkemd on Facebook, Instagram and Twitter, as well as our website at drfethkemd.com.Resources:Pierro, Connor & Strauss, LLC - www.pierrolaw.comEverCare - Everhomecareadvisors.comVivaLynx - Vivalynx.com

My Care Advisors
Getting Your Legal ”House” in Order

My Care Advisors

Play Episode Listen Later Oct 6, 2022 12:54


Aging can often present difficult challenges, including complex health issues, declining physical and/or mental capacity, care-related expenses and other financial concerns. It is important to have one's legal “house” in order to navigate these challenges. Listen in to learn more about the specialized area of Elder Law and top considerations to support a loved one's wishes before an urgent or unplanned life change occurs.  Listen in to learn more about the following: What Elder Law is and the typical areas of focus Services provided by Elder Law attorneys to support older adults and caregivers Information for older adults and caregivers to consider to ensure their “legal house is in order (e.g., Advance Directives, Living Wills, Power of Attorney, Guardianship, Conservatorship, and Financial Administration, etc.) The top five questions one should ask when selecting an Elder Law attorney Helpful resources for older adults and caregivers to learn more about how to be prepared for urgent or unplanned life changes. To view resources, show notes and access more My Care Advisors episodes, visit mycareadvisors.com.  We are grateful to be your guide.