EPISODE · May 21, 2025 · 42 MIN
18. Legal Peace of Mind for Seniors and Their Families with Rachael Houck
from The Downsizing Roadmap Podcast · host Jodi Rosko and Heather Fisher
When you’re planning a move later in life—whether to a smaller home, a senior living community, or closer to family—there’s one piece that often gets overlooked: legal planning.In this episode, we’re joined by Rachael Houck, elder law attorney and partner at Houck Menninger Law. Rachael shares what every downsizing senior (and their adult children) should know about estate planning, long-term care, and how to avoid the most common legal mistakes families make during major transitions.We cover:What elder law actually includes (and how it’s different from general estate planning)Must-have legal documents for aging adultsWhy powers of attorney are essential before a move or health declineHow to protect your home and assets from long-term care costsMedicaid planning, gifting rules, and what families get wrongTips for adult children helping their parentsSigns your legal documents need a serious updateWhether you're already planning a move or just trying to “get your ducks in a row,” this episode will help you take the right next step—before it's urgent.👉 Visit https://houckmenningerlaw.com to learn more about Rachael’s firm. 🎧 Check out other episodes and upcoming workshops at www.downsizingroadmap.com🔗 LINKS & RESOURCESNational Academy of Elder Law Attorneys: https://naela.orgDownsizing Consultation: www.downsizingroadmap.comRachael Houck’s Firm: https://houckmenningerlaw.comIf you enjoyed this episode, don’t forget to leave us a review and Follow our show so you never miss a new episode. We’re here for your downsizing questions — on the podcast, in your community, and when you’re ready to move. As Realtors®, we can connect you with the right specialists to make your next chapter smoother. We’d love to hear from you!Get connected here ➡️ https://downsizingroadmap.com/help/Download our FREE Downsizing Guide: https://downsizingroadmap.com/guide/📧 Email us: [email protected]📱 Follow us on social: Facebook YouTube🌐 Learn more: www.downsizingroadmap.comJoin our private Facebook group, Downsizing & Decluttering for You or Your Parents | Downsizing Roadmap, where members ask questions and support one another through the process:: https://www.facebook.com/groups/downsizingroadmapcommunityLet’s simplify, declutter, and create space for your next chapter—together!
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When you’re planning a move later in life—whether to a smaller home, a senior living community, or closer to family—there’s one piece that often gets overlooked: legal planning. In this episode, we’re joined by Rachael Houck, elder law attorney and partner at Houck Menninger Law. Rachael shares what every downsizing senior (and their adult children) should know about estate planning, long-term care, and how to avoid the most common legal mistakes families make during major transitions. We cov...
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18. Legal Peace of Mind for Seniors and Their Families with Rachael Houck
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