All Episodes
Second Half of Life Podcast — 125 episodes
Unpacked with Kristin & Quentin
Unpacked with Kristin & Wade
Estate Planning Across State Lines (via the Federal Employee Financial Planning Podcast)
Corporate Transparency Act: What Business Owners Need to Know Today to Ensure Compliance Tomorrow
I Love You...BUT Will: Is Your Sweetheart Secure?
An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide
Dementia Training Excerpt: Staff & Family Support and Neglect Prevention
Special Needs Planning & Taxation
Unlocking Retirement Wealth: The Key to Navigating SECURE Act Updates
Tax Planning in 2024: An Elder Law Perspective
Five Ways to Pay for Nursing Home Care Without Breaking the Piggy Bank
Planning for Families With a Child With Special Needs
Tax Planning in 2023: An Elder Law Perspective
Trust Takeover: Anything & Everything You'd Want to Know About Trusts
SECURE 2.0: What You Really Need to Know
Trust Administration 101
Trust Q&A
A Comprehensive Tutorial on Trusts
What Happens if I Need Long-Term Care? (Classic)
The Secret Strategy: Planning Tips for Your Second Half of Life (Classic)
Roth IRA Conversions in a Down Market & Inflation With Emphasis for Parents of Children With Special Needs
I Have a Trust and Now I Need Long-Term Care, Now What? (Classic)
Characteristics of Dementia (Classic)
Dementia Caregiver 101 (Classic)
POAs 101 (Classic)
The Medicaid Rules and Other Ways to Pay for Long-Term Care (Classic)
A Summary of Asset Protection Strategies
Good Documents
Differences in Long-Term Care and Payment Options
Answering Submitted Questions About Estate Planning
Dementia Dialogue Three MUST HAVE Conversations to Protect Your Family from Financial Devastation
Basic Taxes to Consider in Estate Planning
Transitioning to Adulthood as an Individual with Special Needs: Legal Concerns
A General Overview of the Medicaid Qualification Process for Long-Term Care
Things to Consider if You or a Loved One Needs Long-Term Care
The Most Important Recommendation We Make to Our Clients
How to Have Those Difficult Conversations and What to Discuss
Three Tips to Tailor Your Trust to Tackle Your Estate Planning Goals
Adjusting Your Estate Plan Underneath Uncle Sam's Tax Hat
Digging Deeper into Dementia Without Needing a Medical Degree
I Know Someone With a Trust, so I Need One Just Like it, Right?
Three Dementia Discussions You Should Have TODAY to Maintain Your Dignity
Is a Jointly-Owned Property Available to Help Pay for Long-Term Care?
Should I Put an Annuity I'm Already Receiving Distributions From Into a Trust?
What Happens if I Don't Protect My Assets, But Then Need Long-Term Care?
Why Having an Estate Plan is Important
Answering the Top Questions About Long-Term Care
How to Craft an Effective Estate Plan Without Starring in Family Feud
A Loved One Needs Nursing Home Care Now. What do I do?
The Top Concerns in Estate Planning
Simple Solutions to Keep Assets Safe from Nursing Home Costs
What is a Life Estate and How Does it Work?
Dementia 101
Answering Some of the Most Frequently Asked Questions About Estate Planning
What if my Spouse Has to go into a Long-Term Care Facility?
Do Irrevocable and Revocable Trusts Protect Assets Equally?
What Happens When You Inherit an IRA?
The Importance of Individualized Planning with a Team of Trusted Advisors
When the Diagnosis is Dementia: Three Action Steps You Should Take Right Now!
How Our Firm Further Assists Our Clients with Alzheimer's and Dementia Beyond Legal Services
How to Communicate Your Final Wishes to Loved Ones Before a Crisis Strikes
The Financial Cost of Caregiving (via The Caregiver Community Podcast)
Three Reasons Why Pre-Planning for the Second Half of Life Always Provides the Best Options
How to Save Your Nest Egg from Being Stolen by the Leprechaun
The 4 D's (or why you shouldn't give your house or other property to a relative for $1)
What is Long-Term Care Planning and How do we Handle it?
How Our Firm Works With Clients with Alzheimer's and Dementia
What to do if a Loved One is Already in a Nursing Home
The Most Common Tool We Use to Protect Client Assets
Available Benefits and Ways to Pay for Long-Term Care
Alzheimer’s Planning Part 5 – Prevention & Risk Reduction
The Three Secrets Nobody Tells You As You Enter Your Second Half of Life
Alzheimer's Planning Part 4 - Support Services
Alzheimer’s Planning Part 3 – Care Planning
How to Strategically Position Your Estate Plan in an Ever-Evolving Political Climate
Alzheimer’s Planning Part 2 – Disease Navigation through the Stages
The Greatest Gift You Can Give a Loved One
Alzheimer’s Planning Part 1 – Disease Impact & the Importance of Early & Accurate Diagnosis
Preview of New Virtual Seminar
The SECURE Act and its Effect on Long-Term Care Planning
Advancing Forward Amid Crisis: Things for Business Owners to Keep in Mind for 2021
Having Difficult Estate Planning Conversations with Family
What if a Family Member Needs Care?
Basic Estate Planning (in just five minutes)
Does Your Power of Attorney Have Everything it Needs?
Strategies to Protect & Provide in a Health Crisis
Planning for the Second Half of Life: What You Need to Know About IRAs, Trusts & Taxes
Types of Long-Term Care and How to Pay for Them
Consequences of not Having Good Power of Attorney Documents
Medicaid Compliant Annuities
Can Children be Held Liable for Their Parents' Nursing Home Bills?
Explaining the Medicaid Five-Year Lookback
The Basics of Estate Planning
Levels of Long-Term Care
Putting an Investment Account into a Trust
Qualifying for Medicaid to Pay for Long Term Care Costs
All About Powers of Attorney (in under 10 minutes)
Why not put IRAs and other retirement accounts into a trust?
Should I give my house to my child for $1?
Why are Wills important and what types of assets generally aren't covered in Wills?
What to put into a Trust
Using a Revocable Trust to Avoid Probate
What Happens When a Trustee Lives in Another State, and What About Inheritance Tax?
Putting Land, Oil or Gas Royalties or Leases Into a Trust
Adding New Assets to a Trust After it is Set Up
Paying a Trustee
Making Charitable Donations Before and After Setting Up a Trust
Managing a Trust After it is Set Up
Myth or Truth? The Facts that Affect your Second Half of Life
Planning for the Unexpected: An Intro to Comprehensive Estate Pre-Planning
The Advantages of Pre-Planning vs. Crisis Planning
What Happens After a Trust is Set Up?
How do Wills & Trusts Work Together
All About Trusts (in under five minutes)
When Does a Power of Attorney Need to be Updated?
The Importance of Having and Reevaluating Powers of Attorney
What Happens When You Die Without a Will?
The Asset Protection Trust
Four Different Types of Powers of Attorney
What's in Your Estate Planning Toolbox?
How Your Business or Family Can Benefit in a Low-Interest Rate Environment
Legal Planning for Individuals with Special Needs & their Families
What's New in Elder Law in 2020 - Part 1
A Conversation on End-of-Life Choices
Managing a Healthcare Crisis