Podcasts about elder law

Thinking about pausing your law firm marketing for the summer?In this episode, Nicole explains why disappearing during slower seasons can quietly hurt your firm's growth, and what smart firms do instead to stay visible, build trust, and keep leads flowing all summer long.**Bambiz FREE RESOURCES**

If you are “elder” or have an elder in your life we hope you'll have a listen to our show today. It's one of our most popular. Our guest: Mississippi Elder Law and special needs attorney Richard Courtney.We can't answer all your questions in our one hour today but I'm going to give you way to answer many of them. Our guest's website has a FAQ section, has a blog, and helpful links. He's also literally written the book on Special needs planning, estate planning, asset protection, and elder law and dementia. In Legal Terms, the show where we break down the law, explain how it works, and help make it a little less intimidating for everyday Mississippians hosted by attorney Adam Kilgore. legalterms@mbponline.orgIf you enjoyed listening to this podcast, please consider contributing to MPB: https://donate.mpbfoundation.org/mspb/podcastToday's Legal Terms on In Legal Terms are: MEDICAID LOOKBACK PERIOD, SPEND-DOWN, LONG-TERM CARE PLANNING You can listen LIVE to us from the MPB Public Media app or from MPBonline.org/radioThursdays, following our over-the-air broadcast, you can hear Next Stop Mississippi on MPB Think Radio at 4pm Central.What kind of Legacy do you want to leave behind? Our MPB Foundation has suggestions – you can contact them to leave a legacy from your estate, contribute stocks, a vehicle, or land! Hosted on Acast. See acast.com/privacy for more information.

Brennen Boze joins host Ron Aaron and co-host Carol Zernail to talk about powers of attorney, guardianship if no POA's are in place, and more on this edition of Caregiver SOS. About Brennen After more than ten years working as a litigator, Brennen Boze turned his efforts toward assisting the elderly, disabled, and their families with securing necessary care, preserving their legacies, and ensuring peace of mind for the future. Brennen obtained his bachelor’s degree from the University of Texas at Austin, where he graduated with honors, and received his J.D. from Baylor Law School, where he was awarded a Public Interest Summer Fellowship to pursue pro bono work. He has appeared in state and federal courts across Texas, representing everything from individuals in crisis to large corporations, and brings over a decade of experience to Bertsch & Boze Elder Law, PC. Brennen is the Chair of the San Antonio Bar Association's Probate, Guardianship and Estate Planning Section and is a member of the National Academy of Elder Law Attorneys. He has been elected a Fellow of the Texas Bar Foundation and a member of the Texas Bar College. He regularly gives presentations to local organizations on the topics of estate planning, probate, and long-term care planning. Hosts Ron Aaron and Carol Zernial, and their guests talk about Caregiving and how to best cope with the stresses associated with it. Learn about "Caregiver SOS" and the "Teleconnection Hotline" programs.See omnystudio.com/listener for privacy information.

A calm lawyer can change the outcome of a family's hardest season, and that's why we're excited to introduce Anthony Figueroa, our newest attorney in the Shelby, North Carolina office. Anthony brings an uncommon background to estate planning and elder law: nearly nine years in the US Army, including psychological operations, plus the lived discipline of working high-stakes problems where details matter and emotions can't run the show.We talk about what pushed him toward law in the first place, including how attorneys influenced real decisions during deployments and why he wanted that same kind of impact back home. That mission-driven approach connects directly to the work many families need most: wills and trusts, powers of attorney, healthcare directives, long-term care planning, and guidance when situations turn complicated. If you've ever searched for an estate planning attorney in Shelby NC or wondered where to start with elder law in North Carolina, you'll hear what steady, practical counsel sounds like.Anthony also shares a refreshingly grounded take on law school. Instead of buying into the fear, he treated it like a nine to five job and focused on time management, consistency, and learning the craft. We close by talking about the temperament required for tough cases, including protecting hard-earned property, supporting veterans and their spouses, and helping families work through conflict without losing sight of the simplest workable solution.If you're in the area, come meet Anthony at our Shelby office and tell us what you want to protect. Subscribe, share this conversation with a friend, and leave a review so more families can find trustworthy estate planning and elder law guidance.

Send us Fan MailFamilies formed through remarriage or partnerships and blended families require unique legal and estate planning. Learn valuable strategies to help protect those you care about from exclusion or accidental disinheritance from Rudy Beck, an experienced Elder Law Attorney. beckelderlaw.com 636-425-2926Beck, Lenox and Stolzer Estate Planning and Elder Law, LLC. Support the showSeniorSupportStrategies.com when you need guidance navigating senior care or how to create your own Aging in Place strategy. 

In this new season of the Elder Law Growth Podcast, the Bambiz team pulls back the curtain and shares what they see every day, from broken tracking and weak intake to the small fixes that can make a huge impact. This new season is all about getting into the day-to-day of law firm marketing. If your marketing isn't working, this is where to start.**Bambiz FREE RESOURCES**

A man is dying — literally in his last hour, the death rattle audible — and the hospital team arrives to take him for a radiation treatment. His family had no idea. No one had told them. No one had started the conversation. This is not a rare exception. This is what happens when social services is treated as an afterthought. In this episode of The Disrupted Podcast, host Jamie Preston and Scott Middleton, Owner and Chief Disruption Officer of Your Health, go deep on one of the most overlooked levers in healthcare — social services. From the social determinants that drive healthcare costs more than healthcare itself, to the care team structures Your Health is building to close the gap, this is a candid, unfiltered look at what's broken, what's possible, and what it actually costs when we don't act. What you'll hear in this episode: Why social determinants of health — food access, medication literacy, housing instability, social isolation — are the real drivers of healthcare spending, and why most systems still ignore them The truth about advanced care planning: why it's quietly dropping, why every patient within two to three years of death needs that conversation, and the story of Janet Denino's cousin that makes the cost of silence impossible to ignore How the mental health stigma is shifting generationally — and how telehealth, AI-assisted tools, and a smarter therapy cadence are changing who actually gets support The billing math behind 280,000 possible care management hours that were built down to 110 — and why that gap isn't just a business problem, it's a human one What it actually takes to build a social services program that works: the right roles, the right ratios, and why getting out to see patients is non-negotiable The system won't fix itself. But the people in it can. This episode shows you how. www.YourHealth.Org

70 percent of us will need some kind of care in our elder years. That care could be VERY expensive. Saying, “That will never happen to me” is not a good strategy. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

In this month's episode, Roberto and Martha chat with David Schwartz, an attorney with Elder Law and Advocacy, where he supports seniors on a broad spectrum of legal issues, from fraud to conservatorships to elder abuse, social security benefits, landlord and tenant disputes, and Medicare. Listen to their conversation about importance of planning ahead through legal documents like advance healthcare directives and powers of attorney, which allow trusted individuals to make medical or financial decisions if someone becomes unable to do so.Keywords: law, legal planning, end of life documents, lawyer

On this episode: Fee only, flat fee, one-time fee. What advisor is right for you? You hit your retirement savings goal. Is it time to go to cash? Your savings, your pension, your 401(k), or your house. Which is your biggest retirement asset? It might be something else. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Anylise Crouthamel, Esq. and Doug Kaune, Esq. Anylise and Doug are estate planning attorneys at Unruh, Turner, Burke, & Frees PC. Unruh Turner Burke & Frees helps clients navigate the increasingly complicated legal and regulatory world. In this episode, Anylise, Doug, and Mike talk discuss the many facets of elder care law. They discuss irrevocable trusts, wills, and taking assets. They then discuss a case study where they explore trust planning options for a mother with four children (trustees). This is a great episode for anyone who wants a more concrete insight into elder care, wills, and trusts. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

Medicare Basics • Medicare Part A (hospital insurance): Covers short-term, medically necessary skilled nursing facility (SNF) care if you meet specific requirements. Many people assume Medicare will cover a stay in a SNF indefinitely, but coverage is limited and tied strictly to skilled medical needs. • Medicare does not cover long-term or custodial care. • Maximum 100 days per benefit period: o New benefit period: starts when out of any hospital or SNF for 60 consecutive days & then have a new 3+ days hospital stay (resetting the 100-day SNF allotment and the deductible). • Coinsurance pay: Patient pays increasing coinsurance after day 20. • Understanding rules is key to avoiding unexpected bills: for older adults, people with disabilities, and family caregivers What Is Skilled Nursing Facility (SNF) Care? • Short-term, medically necessary care provided in a licensed facility following a hospital stay. • Offers a higher level of care than custodial nursing homes or assisted living communities. • Care must be provided by, or under supervision of, licensed medical professionals such as registered nurses (RNs) or physical therapists. Common reasons someone might need SNF care include: • Recovery after surgery • Rehabilitation following a stroke or serious illness • Wound care or IV therapy • Physical, occupational, or speech therapy • Monitoring and treatment of complex medical conditions • SNF care is designed to help individuals recover and regain function so they can safely return home or to a lower level of care. Medicare Part A may help pay for SNF on short-term basis if: • Qualifying inpatient hospital stay: Inpatient for at least 3 consecutive days, not counting the day of discharge. Time spent in the hospital under “observation status” does not count toward this requirement. • Admission to the SNF shortly after hospital discharge (usually must begin within 30 days of leaving the hospital). • Medical need for skilled care. The care must be medically necessary and require skilled services, such as daily nursing care or rehabilitation therapy that can only be provided by trained professionals. • Medicare-certified skilled nursing facility. Services Medicare A cover in a SNF (generally) includes: • A semi-private room • Meals • Skilled nursing services • Physical, occupational, and speech therapy • Medical supplies and equipment used during care • Qualifying medications related to the SNF stay • Ambulance transportation to the nearest provider of necessary services if other modes of transportation would pose a health risk Medicare A does Not Cover SNF Care when: • Long-term or custodial care, such as help with bathing, dressing, or eating when no skilled medical care is required • Stays not following a qualifying 3-day inpatient hospital admission • Facilities that are not Medicare-certified • Continued SNF care once no longer needs skilled services Cost of SNF Care Cost Under Medicare: • Medicare-covered SNF care is limited to up to 100 days per benefit period, and costs depend on how long a person stays. • Days 1 to 20: Medicare Part A pays the full approved cost. • Days 21 to 100: Part A covers part of the cost. o Patient pays a coinsurance: $217/day in 2026. • Days 100+: Patient pays all the costs of their SNF care. • Medigap (Medicare Supplement) some plans may cover some or all the daily coinsurance for days 21 to 100. Why Understanding SNF Coverage Matters: • Confusion can lead to financial strain and difficult decisions during an already stressful time. • Many people assume Medicare will cover a stay in a skilled nursing facility indefinitely, when in reality, coverage is limited and tied strictly to skilled medical needs.

In this episode, Steve and Virginia speak with elder law attorney Fay Blix about the critical importance of early legal planning after an Alzheimer's diagnosis. Fay explains how stigma, fear, and denial often delay planning, and emphasizes involving the diagnosed person in decisions while they still have capacity. She outlines key tools such as durable powers of attorney, advance healthcare directives, and POLST forms, stressing that documents should be clear, personalized, and regularly updated. Fay also discusses the emotional and logistical challenges families face, the value of open communication and defined roles, and why conservatorship, though sometimes necessary, can be costly and intrusive. Her core message: proactive legal planning helps protect dignity, reduce stress for caregivers, and ensure a person's wishes are honored as the disease progresses.Send a text

Estate Planning And Elder Law In 2026 by Ken Gross

Jan. 21, 2026 - The Center for Elder Law & Justice Managing Attorney Kevin Quinn discusses a new consumer protection measure for New Yorkers coerced into taking on debts, like domestic violence survivors and the elderly. We also explore why financial lenders don't stop these debts from being incurred in the first place.

What actually makes a law firm successful long-term?In this episode, business development coach, podcast host, and author Steve Fretzin shares how top firms grow without sounding salesy, wasting time, or relying only on referrals. Learn how mindset, systems, and intentional follow-up change everything.Learn More about Be The Lawyer & Steve Here:

In Part 2 of our powerful conversation with elder care attorney Anthony Lanzone, we continue pulling back the curtain on why elder abuse and neglect cases are so hard to fight — and what families must know to protect their loved ones.In this episode we dig into:• Why arbitration agreements are hidden in nursing home paperwork and how they stack the deck against families• How residents and families unknowingly waive their right to a jury trial• The truth about nursing home bankruptcies and how they're used to avoid accountability• What happens when fines are issued and why residents rarely benefit• Why the government's oversight system is failing• How private equity has reshaped long-term care for profit• What you can do as a caregiver to advocate, protect your loved one, and push backAnthony brings decades of experience litigating elder abuse cases, and his honesty and clarity are invaluable. If you care about someone in long-term care - or may one day - this episode is essential listening.This conversation is emotional, eye-opening, and empowering. And it reinforces a truth we live by:

Jay Lenox from Beck, Lenox and Stolzer Estate Planning and Elder Law, LLC by

Former estate planning attorney and Legacy System founder Bonnie Faucett shares how firms can grow without burnout by building repeatable systems, embracing tech, and delegating. She explains why “80% done is 100% awesome,” urges attorneys to fix the most painful bottleneck first, and outlines a simple stack for client collaboration, automation, and drafting. The payoff is real freedom. More clients, fewer fires, and the ability to step away without a pay cut.

The moment a loved one lands in long‑term care, everything feels urgent and unclear. We've been there—rushed discharges, impossible forms, promises that don't match reality—and we wanted a straight answer on what legal accountability looks like when neglect or abuse causes real harm. That's why we sat down with elder abuse attorney Anthony Lanzone to map the path from pain to action without sugarcoating the struggle.In Episode 113, we talk about why nursing home cases are so hard, what families can realistically expect, and how accountability actually happens. We share the steps to document harm, find the right lawyer, and protect your peace of mind while you pursue justice.• systemic barriers that shield long-term care providers• why elder neglect requires proof beyond simple negligence• how damages caps shape which cases lawyers can take• settlements versus trials and real risk trade-offs• punitive damages and when they apply• CMS liens and how they reduce awards• practical steps to document abuse or neglect• where to file complaints if you cannot sue• why memorializing misconduct still mattersContact Anthony Lanzone:  Email: mycase@www.lanzonemorgan.comPhone: 888-887-9777LINKEDIN#LoveConquersAlz, #ElderCare, #ElderLaw, #NursingHomeReform, #ElderAbuseAwareness, #SeniorAdvocacy, #LongTermCare, #JusticeForOurElders, #PeopleOverProfit, #HealthPodcast, #AdvocacyPodcastSupport the showNo Country For Old People; a Nursing Home Exposé is STREAMING NOW on Amazon Prime (https://www.amazon.com/gp/video/detail/B0F7D1RR5X/ref=atv_dp_share_cu_r) Please watch. Review. Share. Be a ROAR-ior!! JOIN THE R.O.A.R. MOVEMENT for quality long term care! Visit the No Country For Old People Website for more information.YOU CAN ALSO SUPPORT THE ABSOLUTELY CRUCIAL PROMOTION OF OUR DOCUMENTARY "NO COUNTRY FOR OLD PEOPLE" BY MAKING A TAX DEDUCTIBLE DONATION THROUGH THE NATIONAL CONSUMER VOICE HERE Follow us on Twitter, FB, IG, & TiK Tok

Marketing for a mission-driven Estate Planning and Elder Law Firm isn't just messing around on Facebook. It means relying on front-line authenticity, building trust, fighting against misinformation, and working hard to help people understand the value of specialized knowledge and services. Jeff Bellomo and Roslyn Drotar-Cassidy, Director of Marketing at Bellomo & Associates, discuss why specialists matter and how to break through in today's marketing environment despite the challenges posed by other professionals who do not have the education, training, or experience to provide reliable guidance. Jeff and Roslyn also address misinformation—from misplaced trust to DIY estate planning kits and web-based "research." The misinformation circulating about Estate Planning and Elder Law poses a real threat to your assets and your family's financial future. Call (717) 845-5390 or visit https://bellomoassociates.com/workshops/ to reserve a seat at one or more of our free workshops. There is no cost and no obligation. (But we do have cookies!)   WHAT YOU NEED TO KNOW (00:00) Episode introduction (02:47) Estate planning and elder law marketing starts with earning trust (04:42) Success in today's marketing environment requires a great team (07:36) Authenticity, compassion, and why the front-line matters (11:26) Balancing meetings with team and social media engagement (12:31) Breaking through to help families find us (15:49) Lack of specialized estate planning and elder law firms creates opportunity for misinformation (16:52) Avoid financial planners with estate planning workshops  (17:54) Beware general purpose attorneys offering specialized services (21:52) Specialists vs. generalists (24:21) Google, AI, and DIY estate planning and elder law  (26:44) Our free, educational workshops cost nothing more than two hours of your time    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

Meet the newest member of our elder law team, attorney Josh Hunter—a history major turned lawyer who pairs environmental policy training with a calm, strategic approach to complex family needs. We walk through the realities of apprenticeship in a focused practice: why mastering estate planning, long-term care benefits, probate, trust administration, and litigation takes more than textbooks, and how mentorship builds judgment you can trust when decisions affect generations.Josh shares how law school flipped on the lights for him, revealing how constitutional principles and precedent actually operate in daily life. He then took a deeper dive into environmental law and policy, a choice rooted in his love for the outdoors and a commitment to stewardship. That same respect for systems shows up in his legal work—translating rules into practical, compassionate solutions for older adults and their families.Outside the office, Josh recharges with daily hikes and powerlifting, a routine that keeps stress low and focus high, especially after dense research days. He's also a strategy gamer—Dungeons & Dragons, Magic: The Gathering, and Pokémon—where creativity thrives inside strict rule sets. That habit maps directly onto elder law: analyze the rules, design the path, and adjust with care and precision. As Josh steps into our Hendersonville office, he's eager to learn the courthouse rhythms, collaborate with our experienced team, and serve a vibrant retirement community with clarity and heart.If you value thoughtful counsel that blends empathy with disciplined problem solving, you'll enjoy getting to know Josh. Subscribe to the show, share this episode with someone navigating estate or long-term care planning, and leave a review to help others find us.

Certified Elder Law Attorney and former geriatric social worker Julie Steinbacher (president of The Million Dollar Solution) shares how authentic collaboration —not quick visits—with nursing homes and care facilities can transform your referral network. By understanding their challenges and working together on real solutions, attorneys can build trust and consistent referral pipelines. Julie stresses focusing on the few facilities that share your values, following up regularly, and tracking referrals—because one referral often leads to many more. Her approach helped her grow a seven-office firm, proving that authentic relationships and steady communication can fuel lasting growth.Learn More about Julie & Million Dollar Solution here:

Jeffrey Bellomo has made education the cornerstone of his firm, building programs that enable families and professionals to make smart decisions in estate planning and elder law. At the heart of this commitment are two powerful learning opportunities: professional boot camps and weekly workshops. Twice a year, Bellomo & Associates offers high-energy professional Elder Law Boot Camps. These are free, day-long events designed for Financial and Health Care professionals as well as those in related fields who can differentiate themselves with a better grasp of Estate Planning and Elder Law. Relationship Management Coordinator, Krista Warner, joins Jeff to share insider stories of how these events come together, why they keep selling out, and how their teaching model has been adopted by professionals across the country. Registration details and continuing education (*CE) credits are listed below.  For families and individuals, Bellomo & Associates offers free, educational WORKSHOPS in York and Lancaster. These weekly workshops cover estate planning in a pre-planning context, Medicaid crisis planning, life care planning, post-death administration, and special needs planning. We encourage everyone to attend so that when the time comes, you're able to make smart, informed decisions for yourself and your family. Learn more about our weekly workshops here.    Behind the Professional Boot Camp: Designing a Day that Delivers Professional Boot Camp: March 18, 2026  Where: Eden Resorts & Suites (Lancaster, PA) Time: Boot Camp 8:00am-3:30pm; Networking 3:30pm-5:00pm Register: Boot Camp Registration and Details *This Course has been accepted by the Certified Financial Planner Board of Standards, Inc., the Pennsylvania Insurance Department, and the State Board of Accountancy. *6 CE credits approved for: Financial- CFP, CPA, LIP, and Healthcare-Nursing Home Administrators, RN, CRNP, Social Workers. *CE credits not yet attained for Real Estate Agents or Funeral Home Directors. We will update if this changes. Price: Free!   Sponsorships available  Krista's e-mail: kwarner@bellomoassociates.com  Phone: (717) 845-5390   WHAT YOU NEED TO KNOW (00:00) Introduction of Krista Warner  (02:09) Bellomo's boot camps focus on education for professionals   (05:34) Behind the scenes: venue, food, logistics  (08:08) Sponsors make the boot camps possible  (10:52) Next boot camp: March 18, 2026, in Lancaster, PA (11:42) National adoption of Bellomo's boot camp model  (12:54) Attendees return for CE credits and the newest information  (14:56) Classic stories and training visuals  (18:58) How to register and/or sponsor our next event  (21:34) Continuing education credits for professionals   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

On this episode of Fire Your Financial Advisor by Golden Reserve: Yelling “Uncle!” doesn’t help get your 401(k) out of a financial headlock. What are your exit ramps from a market crash? Is your retirement strategy too complicated? Sometimes boring is better. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Let us know what you think!We unpack how end of life records like probate, wills and testaments can be the undoing of even the most stubborn brickwall.Stacey Janssen and Jeremy Keel of Janssen Estate Probate & Elder Law demystify the legal jargon of wills, probate and guardian records.Do you have a genealogical question for Kathleen? Drop us a line at hitting the bricks at gmail.com and let us know.Be sure to bookmark linktr.ee/hittinthebricks for your one stop access to Kathleen Brandt, the host of Hittin' the Bricks with Kathleen. And, visit us on YouTube: Off the Wall with Kathleen John and Chewey video recorded specials. Hittin' the Bricks is produced through the not-for-profit, 501c3 TracingAncestors.org.

Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and nationally on various estate and elder law topics.  Jenny obtained her bachelor's degree in both political science and history from Butler University and a Doctor of Jurisprudence from Indiana University Robert H. McKinney School of Law. • • • This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads® have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.   Show Notes: Legal Tea podcast Bogleheads on Investing with Ryan Barrett and Mike Piper: Episode 52 Bogleheads® Live with Cameron Huddleston: Episode 34 Legal Tea podcast - Ep. No. 203. Current Trends - When Good Deeds Go Bad: Transfer on Death Deed Version The National Academy of Elder Law Attorneys (NAELA)

Hiring a nonmedical home care provider? One wrong move could cost you BIG time! Join our discussion to uncover the legal pitfalls you NEED to avoid! Discover the real-life examples and critical lessons from Steve Warren and George Henry Torres, II — live on Talk Law Radio!-Financial Focus:The episode centers on the importance of comprehensive financial planning, featuring insights from Steve Warren of Financial Planning HQ, an independent Registered Investment Advisor (RIA) and fiduciary. Expect practical advice on creating a written lifetime financial strategy and highlights from the book, The Art of Creating an Inspiring Financial Strategy. https://financialplanninghq.net/ -George Henry Torres, II:The show introduces George Torres and explores his journey to building River City Home Care, setting the stage for a deeper discussion on elder care and legal challenges. https://rchc.care/ Key Segments: -Alleged Abuse & Neglect:Real-life cases, including alleged abuse of an elderly person and neglect, are discussed to highlight the risks and responsibilities in home care.-Legal Blind Spots:Critical legal topics are covered, such as long-term care insurance, classification of caregivers (independent contractor vs. employee), caregiver injury, and Texas Payday Law.Why Tune In?If you care about protecting your family, your finances, and your legacy, this episode is packed with actionable insights and real stories that could save you from costly mistakes. Join the conversation live—your questions and comments are welcome! The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Leave a legacy that makes a positive impact on people's lives Chat online at MarquardtLawFirm.com to schedule an appointment to help you create a legally enforceable last will, living trust, or tax protected inheritance plan. Tell a friend what this show is about discovering hidden legal issue blind spots like in business and estates and elder law. Today's hidden legal issue blind spot is "Citizenship." Subscribe to the Talk Law Radio YouTube channel to watch the show in four separate segments. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.comSee omnystudio.com/listener for privacy information.

California is quietly bringing back asset limits for Medi-Cal long-term care coverage in 2026, and current recipients could be in for a devastating surprise. Here's what's happening: California eliminated asset limits for elderly and disabled Medi-Cal recipients in 2024, but those limits are returning in 2026. If you currently receive long-term care Medi-Cal benefits, when you submit your annual eligibility report next year, you could lose your coverage if your assets exceed the new limits.    In this critical episode, estate planning attorney Kirsten Howe explains the $130,000 asset limit returning for single individuals, why 2025 is your last opportunity to transfer assets without penalties, and the difference between regular Medi-Cal and long-term care Medi-Cal coverage. She also covers exactly which assets will count against you, which are exempt, and essential planning strategies to protect your benefits before the deadline.     Time-stamped Show Notes: 0:00 Introduction 0:02 Federal vs. state changes: distinguishing between well-publicized federal Medicaid cuts and California's hidden asset limit reversal 1:56 MAGI Medi-Cal breakdown - how Obamacare's expanded coverage works for healthy, low-income individuals 2:17 The crucial distinction: long-term care Medi-Cal covers far more than basic health insurance, serving elderly and disabled populations 3:16 Planning becomes essential again - why future Medi-Cal eligibility will require strategic asset management 3:35 Listen in as Kirsten explains more about exempt assets that may include a house, car, prepaid funeral, burial plot, small life insurance, and retirement accounts 4:27 Currently, 2025 offers no asset limits, exempt status for all assets, and penalty-free transfers 4:55 Next, Kirsten talks about the annual report trap that could devastate current recipients in 2026 5:36 Qualified yesterday, disqualified tomorrow: how current beneficiaries risk losing coverage despite meeting past requirements

Jay Lenox - Beck, Lenox and Stolzer Estate Planning and Elder Law, LLC by

Staying on top of recent decisions and legislation impacting estate planning, guardianships, and more is essential for elder law attorneys who advise clients and their families on wide-ranging matters. In Illinois, important 2025 developments include the One Big Beautiful Bill, limits to facility liability for negligence, attorney duties for mental capacity determinations, receipt of assets by minor family members, and more. Linda Strohschein and Paula Willuweit of Strohschein Law Group in St. Charles are presenting this year's caselaw and legislative update at the IICLE® Elder Law Short Course, which is at the Chicago Marriott Southwest and via live webcast on September 18 - 19, 2025. The annual reception hosted by the Illinois Chapter of the National Academy of Elder Law Attorneys (NAELA-IL) is open to all in-person attendees at no additional cost.IICLE® is a 501(c)(3) not-for-profit based in Springfield, Illinois. We produce a wide range of practice guidance for Illinois attorneys and other legal professionals in all areas of law with the generous contributions of time and expertise from volunteer attorneys, judges, and other legal professionals.

Facing the possibility that you or your spouse might need nursing home care is daunting enough without the added stress of potential financial ruin. The stark reality—nursing homes cost between $10,000 and $15,000 monthly—means even substantial estates can be rapidly depleted, leaving a healthy spouse vulnerable.In this deeply informative conversation, Elder Law attorney Greg McIntyre and his colleague Jane Dearwester demolish common misconceptions about spousal protection while revealing powerful strategies to preserve assets. The duo emphasizes that marriage alone doesn't grant financial authority over a spouse's assets—a dangerous assumption many couples make. They detail why a comprehensive general durable power of attorney with specific gifting provisions serves as the essential "linchpin" for any protection plan.The attorneys explain two game-changing tools most people never hear about: Lady Bird deeds and Medicaid Asset Protection Trusts. Lady Bird deeds offer immediate home protection without Medicaid's five-year look-back period—allowing you to maintain complete control of your property while shielding it from recovery. For broader asset protection, irrevocable trusts create crucial separation between you and your assets while still allowing you to receive income benefits. As Greg explains, "You get the benefits as the lifetime income beneficiary and you get the benefit of the long-term care benefit. It's just a win-win."With 70% of people over 65 eventually needing long-term care, preparation isn't optional—it's essential. Take the first step toward protecting your spouse and preserving your legacy by scheduling a free consultation at mcelderlawcom/scheduling or calling 1-888-999-6600.

Host Todd Marquardt talks about legal updates in elder law on this edition of Talk Law Radio! The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Leave a legacy that makes a positive impact on people's lives Chat online at MarquardtLawFirm.com to schedule an appointment to help you create a legally enforceable last will, living trust, or tax protected inheritance plan. Tell a friend what this show is about discovering hidden legal issue blind spots like in business and estates and elder law. Today's hidden legal issue blind spot is "Citizenship." Subscribe to the Talk Law Radio YouTube channel to watch the show in four separate segments. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/ Join attorney Todd Marquardt every week for exciting law talk on Talk Law Radio!See omnystudio.com/listener for privacy information.

On this episode: Protecting your assets against the high cost of long-term care. Should you put your kids on the title of your home? You can’t handle work one more day, but you feel you are too young to retire. Will the market go up another 150% in the next 10 years? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

In this episode, Dr. Joe Casciani welcomes Nancy Cogar. Nancy is an elder law and estate planning attorney, speaker, and host of the Boomer Time podcast. Together, they explore how legal planning can support a fulfilling life in later years and provide a sense of control in uncertain times. With decades of experience advising older adults and families, Nancy offers practical, empowering guidance on topics like long-term care, financial decision-making, and how to prepare for life's transitions—before a crisis hits. Listeners will hear why estate planning isn't just about wills and documents. It's about peace of mind, protecting independence, and communicating values across generations. Joe and Nancy also share ideas for professionals working in senior care and discuss how law, psychology, and human connection intersect to promote successful aging. This is a must-listen for anyone supporting an aging loved one—or planning for their own future with intention and confidence. Mini Bio Nancy Cogar, J.D. is an elder law and estate planning attorney based in Chattanooga, Tennessee. She has over 25 years of experience helping families prepare for life's transitions. She is the founder of Cogar Law and host of the Boomer Time podcast. There she educates and empowers older adults on topics ranging from financial planning to aging with dignity. Nancy is a passionate speaker and advocate. She thoughtfully blends legal insight with a deep commitment to helping others age confidently and with purpose. For Our Listeners Nancy's Website: NancyCogar.com

All Home Care Matters and our host, Lance A. Slatton were honored to welcome Elena Sallitto, Esq. as guest to the show.   About Elena Sallitto, Esq.:   Elena is one of the leading authorities on elder and disability planning law in Maryland. She is at the forefront of expert representation, teaching, and legislative reform. She works alongside the Alzheimer's Association, the Maryland Chapter of AARP, aging life care specialists who coordinate home health, universities, and many other experts and advocates in her field.   About Stavely & Sallitto Elder Law:   Stavely & Sallitto Elder Law was founded with a singular mission: to empower individuals and families in navigating life's legal complexities with confidence and peace of mind. With seasoned attorneys who blend professional acumen with genuine empathy, Elena leads her firm in focusing on a range of practice areas tailored to meet the specialized needs of her clients and community.   At the heart of her practice is a deep understanding of the challenges faced by seniors, the disabled, and their loved ones as they navigate issues such as Medicaid & Asset Protection, Long Term Care Planning, Estate Planning, Estate Administration & Probate, Special Needs Planning, and Guardianship.   Elena's firm is uniquely rooted in a commitment to client-centered care. She empowers her team to foster meaningful relationships built on trust, respect, and understanding.   Connect with Elena Sallitto, Esq. & Stavely and Sallitto Elder Law: Official Website:  https://www.stavelysallittoelderlaw.com/ 

Laughter is good for our souls. It's especially good for those who have dementia, providing healing for those who grieve, no matter what our cognitive ability level might be. Today's "all over the place" episode starts off hilariously with "Gomer the bull" and a visit to Andy's Custard. Next is Mary Anne's description of falling on a slippery bathroom floor, added with the discussion of GeneSight, a pharmacogenomic test which analyzes how genes may affect medication outcomes. The GeneSight test is important for understanding genetic variations in your DNA. Results can inform your healthcare provider about how you may break down or respond to certain medications commonly prescribed to treat depression, anxiety, ADHD, and other psychiatric conditions, including dementia and Alzheimer's. www.verandaministries.org www.genesight.com Balcony People by Joyce Landorf Heatherly https://a.co/d/h00Ht0J

When you listen to Victoria (Vickie) Rock, 73, you would believe her life has never seen a difficult day. Yet, the truth is, at times it has been rocky. Turning lemons into lemonade is the perfect phrase to attribute to Vickie. Always upbeat, charitable, and giving, she works tirelessly to elevate each person, client and company that become part of her network.A career in court reporting led her to create a business of her own. When working until 2 or 3 a.m. in the morning became too much she sold out, along with her 75 member- team of court reporters and again could enjoy the basics of the business - meeting with clients, being in the courtroom and building her vocabulary with new and interesting words. Having been in this world for so many years, Vickie now teaches businesses how to tell their stories and win clients.Vickie is quick to give credit to those organizations along the way who have helped her grow: National Association of Women Business Owners (NAWBO), Women's Business Development Center (WBDC) and Goldman Sachs 10,000 Small Business program. Her church and Center for Disabilities & Elder Law remain important organizations she supports.Enjoy our lives: How many Thanksgivings do we have left? - Victoria RockCONNECT WITH VICTORIA ROCK:Email: victoria@victoriarock.bizWebsite: Victoria Rock

Listen to two TEXCOM members in this podcast where Kim McGhee, a legal specialist in Estate Planning, Trust & Probate Law by the California State Bar, certified Elder Law attorney and VA accredited attorney, discusses key incapacity issues with respect to estate planning, as hosted by Kimberly Strand. While people are living longer than ever before, incapacity later in life is also growing more prevalent, and elder abuse is on the rise.  In this podcast, we review the documents necessary for thorough incapacity planning — the considerations involved in creating them and, importantly, when and how to implement them.  Why planning in advance so importantHow to handle clients when you see a slipping of capacityThe cross-over between incapacity and elder abuseCurrent challenges with conservatorships Kimberly R. McGhee, is the principal attorney at Black & McGhee, A Professional Law Corporation. She is a Certified Elder Law Attorney by the National Elder Law Foundation, a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, V.A. Certified Accredited Attorney, and member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM). She is the Past-President of the Southern California National Academy of Elder Law Attorneys, Member of the Thomson Reuters Practical Law Trusts & Estates Advisory Board, and contributing author and editor for CEB's Trusts & Estates practice guide. She is licensed in California and Nevada. Kimberly A. Strand, Esq. is a shareholder at Ellerman Strand, a Professional Law Corporation in Cameron Park, California. She received her J.D. degree, with honors, from the State University of New York at Buffalo. She practices in the areas of estate planning, trust and probate administration, and conservatorships. She also represents private fiduciaries and public administrators in probates, trust administrations, and conservatorship matters.  She serves on the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM).Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Shannon Salmon-Haas joins host Todd Marquardt to talk about business, estate, and elder law on this edition of Talk Law Radio! The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Leave a legacy that makes a positive impact on people's lives Chat online at MarquardtLawFirm.com to schedule an appointment to help you create a legally enforceable last will, living trust, or tax protected inheritance plan. Tell a friend what this show is about discovering hidden legal issue blind spots like in business and estates and elder law. Today's hidden legal issue blind spot is "Citizenship." Subscribe to the Talk Law Radio YouTube channel to watch the show in four separate segments. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/ Join attorney Todd Marquardt every week for exciting law talk on Talk Law Radio! Follow Shannon Salmon-Haas! Instagram: @shannonrobertasanantonio Tik Tok: @shannonrobertasa Facebook: @Shannon Roberta San AntonioSee omnystudio.com/listener for privacy information.

In recognition of World Elder Abuse Awareness Day (June 15), hosts Payal Nanavati and Savanna Williams talk to Jen Mika about best practices that providers should keep in mind to combat elder abuse, neglect, and exploitation. This podcast episode features the following speakers: Jen Mika is a counsel in Crowell's DC office and is considered a leading authority on Elder Law in the District of Columbia. Jen was the District of Columbia's first prosecutor solely focused on investigating and prosecuting financial exploitation of elders and vulnerable adults.

In this Pride Month episode of Legally Bond, Kim speaks with Bond trust and estate attorney Christopher Phillips. Chris shares insights on advance planning, the issues that arise when legal protections aren't in place, and unique considerations for LGBTQ+ individuals seeking to protect their assets and preserve their legacy.Resources discussed in this episode:Niagara Pride, Inc.Pride Center of WNYPrideLaw at Center for Elder Law & JusticeLambda LegalSAGE - Advocacy & Services for LGBTQ+ Elders

A new episode in our special limited series featuring owners/staff of LGBTQ bookstores drops next week on June 10th! In our off weeks, we air a recent episode of The Gaily Show which John hosts. The Gaily Show is the only daily LGBTQ progressive news and talk radio show in the country airing in Minneapolis (AM950-KTNF) and Chicago (WCPT 820).In this episode, our previous guest to This Queer Book Saved My Life, David Rephan, shares his area of professional legal expertise: Elder Law. As MAGA is cutting Medicaid, and threatening to roll back gay marriage and cut Medicare and Social Security, what laws and documents (medical power of attorney, wills, etc.) do we need as queer folks to protect us? David Rephan is a partner at Chestnut Cambronne. In his twenty-five years of practicing law, he has focused his practice primarily in the areas of elder law, disability law (including special needs trust law), government benefits law, and veterans law.Connect with David: https://www.chestnutcambronne.com/bio-drephan.htmlListen to David's episode of This Queer Book Saved My Life: https://thisqueerbook.com/metes-and-bounds/Watch on YouTubeWe're in video too! You can watch this episode at youtube.com/@thegailyshowCreditsHost/Founder: John Parker (learn more about my name change)Executive Producer: Jim PoundsProduction and Distribution Support: Brett Johnson, AM950Marketing/Advertising Support: Chad Larson, Laura Hedlund, Jennifer Ogren, AM950Accounting and Creative Support: Gordy EricksonJoin us in helping Lambda Literary raise $20k for The Writers Retreat for Emerging LGBTQ Voices to ensure all writers can attend. Donate here: http://bit.ly/3RjW51aSupport the show

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

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

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