What can we learn from Kobe Bryant’s death about estate planning?

Julian discusses changes trending in the long-term care industry as people are more concerned about living in nursing homes following COVID-19.

15 Jun 20209min

Julian interviews Medicare guru Bill McKendree about how to make the right choices when enrolling in Medicare.

9 Jun 202037min

Designating a beneficiary on your investments or IRA is more than just a name. Learn about different scenarios that might cause you to think twice about who is named as beneficiary of your financial ...

1 Jun 202010min

When designing an estate plan that involves a Trust, it is very important to understand the options for selecting a trustee. We examine the differences between individual and corporate trustees and t...

25 Mai 202013min

Julian exposes the little known secrets to getting a loved one out of a nursing home and back home while still maintaining eligibility for Medicaid coverage to pay for the home care.

18 Mai 202010min

Julian Gray discusses the importance of planning even after “the 11th hour” to protect a home from being claimed by the State for Medicaid repayment.

4 Mai 202010min

In this episode, Julian interviews C. Shannon Barry, who is a Board member of SOPA and co-creator of the annual Un-cathlon event, a unique sporting event which allows supporters to compete in Olympic ...

27 Apr 202015min