Dealing with the Family Car in your Estate Plan

Dealing with the Family Car in your Estate Plan

Two scenarios that cause problems when it comes to cars are long term care and death. On this episode, Julian examines what happens with a car when someone uses Medicaid benefits to pay for nursing home care as well as some important tips on how to deal with a car after someone dies.

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Avsnitt(42)

Long-Term Care Trends after Covid-19

Long-Term Care Trends after Covid-19

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

15 Juni 20209min

Understanding Medicare - What are your choices at age 65?

Understanding Medicare - What are your choices at age 65?

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

9 Juni 202037min

Naming Beneficiaries

Naming Beneficiaries

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 Juni 202010min

How do I choose a Trustee?

How do I choose a Trustee?

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 Maj 202013min

Can I ever get out of the nursing home?

Can I ever get out of the nursing home?

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 Maj 202010min

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

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

Julian sits down with Certified Elder Law Attorney Rob Schweitzer and discusses Rob’s recent article on how Kobe Bryant’s estate planning issues can translate to the need of non-celebrity clients and ...

12 Maj 202018min

Can I still do anything to protect my house after I’m already in a nursing home?

Can I still do anything to protect my house after I’m already in a nursing home?

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 Maj 202010min

The Special Olympics of Pennsylvania:  A competition with rewards beyond a medal

The Special Olympics of Pennsylvania: A competition with rewards beyond a medal

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

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