All Episodes
Episodes
Stranded! 3 Planning Lessons From Hurricane Helene
The recent devastation in Western North Carolina, Eastern Tennessee, and other part of the country left a lot of people stranded without even the basic necessities.
I was personally caught up in that for about 48...
View Episode
Medicaid Planning 3 Steps Ahead
When it comes to Medicaid Planning for a family, many attorneys and planners look no further than the client needing care. This one-step thinking can often lead to the client’s original goal of protecting their home...
View Episode
Basics of Trust Funding--Part 2 of 2
One of the biggest problems in estate planning is client who want to avoid probate get a revocable living trust... and then fail to fund their trust the right way.
In this recorded session from a basic estate planning...
View Episode
Basics of Trust Funding--Part 1 of 2
What should go into a revocable living trust?
Do bank accounts?
IRAs and 401ks?
What about real estate?
In this recorded session from a basic estate planning conference, Jeff reviews the different types of assets with...
View Episode
Fund Your Will?
Does your will ACTUALLY control your estate?
The answer is not as simple as it may seem, and it matters whether or not the asset ends up in probate.
In this podcast episode, Jeff reviews how different assets need to...
View Episode
Just the FAQs
A review of basic estate planning terms and concepts, from definitions, different types of documents, and how things work with probate. (Sorry, this one is in an AI voice because we're working on some big things for...
View Episode
Professional Medicaid Planning Failures--Part 2 of 2
Losing the house to the nursing home?
Having to go to court for Mom's guardianship because Dad died?
Losing everything the parents worked for because *both* parents now need Medicaid?
And realizing all of these...
View Episode
Professional Medicaid Planning Failures--Part 1 of 2
Losing the house to the nursing home?
Having to go to court for Mom's guardianship because Dad died?
Losing everything the parents worked for because *both* parents now need Medicaid?
And realizing all of these...
View Episode
8 Ways to SAVE Money Gifting to Charities
In this interview with Mike Brooks of Safe Asset Financial, Jeff discusses 8 specific techniques around Planned Giving that can benefit the giver, their family, and charities all at the same time.
The rundown of the...
View Episode
5 Ways Medicaid Attorneys Destroy Families By Failing to Plan Ahead
Unfortunately, it is all too common that attorneys who help clients qualify for Medicaid completely fail to plan for contingencies with the family, even when the client is asking to make sure their assets are saved...
View Episode
3 Nasty Secrets About Wills
There are many attorneys who are happy to just “go with the flow,” and dole out a Last Will and Testament for their clients when asked. After all, the general public expects that that all they have to do is create a...
View Episode
10 Myths of Care Assistance Planning
There are a lot of myths surrounding the Care Assistance process, particularly when it comes to Medicaid since the program is the most complicated and skilled care is the most costly. And, unfortunately, the...
View Episode
